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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,652 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,528 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,578 | $65,437+111.8% | $86,698+59.8% | $66,949+107.0% |
| Participation rate | 98.7% | 75.5%+23.3pp | 76.6%+22.2pp | 69.8%+28.9pp |
| Annual return | -15.83% | -10.91%-4.9pp | 35.96%-51.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $5,170 | $2,154+140.1% | $2,837+82.2% | $2,545+103.1% |
| Participant deferral / active EE | $9,520 | $4,102+132.1% | $4,656+104.4% | $4,239+124.6% |
| Admin fee / account holder | $199 | $642-69.0% | $7,492-97.3% | $594-66.5% |