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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $360,548 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $134,056 |
GRANT THORNTON LLP8 years Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $39,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,674 | $85,144-26.4% | $130,070-51.8% | $80,187-21.8% |
| Participation rate | 96.4% | 79.5%+16.9pp | 78.5%+17.9pp | 72.9%+23.5pp |
| Annual return | 17.69% | 23.78%-6.1pp | -137.40%+155.1pp | 40.40%-22.7pp |
| Employer contribution / active EE | $2,671 | $3,059-12.7% | $4,322-38.2% | $2,980-10.3% |
| Participant deferral / active EE | $5,421 | $4,992+8.6% | $5,821-6.9% | $5,016+8.1% |
| Admin fee / account holder | $97 | $392-75.2% | $10,600-99.1% | $145-32.9% |