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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-3764090 | Advisory (Plan) | $45,545 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$88,506 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,322 | $89,465+127.3% | $165,100+23.2% | $77,762+161.5% |
| Participation rate | 95.0% | 78.6%+16.4pp | 78.6%+16.4pp | 70.6%+24.4pp |
| Annual return | 30.61% | 28.86%+1.7pp | 70.21%-39.6pp | 31.27%-0.7pp |
| Employer contribution / active EE | $3,707 | $2,565+44.5% | $4,348-14.7% | $2,728+35.9% |
| Participant deferral / active EE | $9,841 | $4,904+100.7% | $6,035+63.1% | $4,651+111.6% |
| Admin fee / account holder | $135 | $340-60.4% | $12,696-98.9% | $433-68.9% |