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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-3764090 | Advisory (Plan) | $68,534 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,235 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$60,822 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,708 | $71,142+135.7% | $119,634+40.2% | $64,824+158.7% |
| Participation rate | 97.6% | 78.6%+19.0pp | 79.3%+18.4pp | 71.5%+26.2pp |
| Annual return | -21.59% | -10.01%-11.6pp | -14.98%-6.6pp | 32.84%-54.4pp |
| Employer contribution / active EE | $7,035 | $2,497+181.7% | $4,232+66.2% | $2,507+180.6% |
| Participant deferral / active EE | $10,156 | $4,490+126.2% | $5,601+81.3% | $4,311+135.6% |
| Admin fee / account holder | $223 | $162+37.5% | $10,329-97.8% | $188+18.7% |