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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $311,411 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,935 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $32,330 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,177 | $91,746-23.5% | $146,649-52.1% | $93,010-24.5% |
| Participation rate | 96.8% | 80.9%+15.9pp | 80.1%+16.7pp | 73.9%+22.9pp |
| Annual return | 16.20% | 18.28%-2.1pp | 22.75%-6.6pp | 158.70%-142.5pp |
| Employer contribution / active EE | $2,487 | $2,815-11.6% | $4,137-39.9% | $2,705-8.1% |
| Participant deferral / active EE | $5,147 | $4,589+12.2% | $5,506-6.5% | $4,561+12.9% |
| Admin fee / account holder | $99 | $101-2.1% | $10,281-99.0% | $152-34.7% |