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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,730 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,509 | $93,010-12.4% | $96,515-15.5% | $74,460+9.5% |
| Participation rate | 39.6% | 71.6%-32.0pp | 74.3%-34.8pp | 70.7%-31.2pp |
| Annual return | 21.66% | 37.50%-15.8pp | 35.73%-14.1pp | 34.38%-12.7pp |
| Employer contribution / active EE | $1,156 | $3,427-66.3% | $3,740-69.1% | $2,638-56.2% |
| Participant deferral / active EE | $3,125 | $3,971-21.3% | $4,880-36.0% | $4,530-31.0% |
| Admin fee / account holder | $63 | $633-90.0% | $6,735-99.1% | $348-81.8% |