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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-3764090 | Advisory (Plan) | $24,022 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,322 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,262 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,847 | $91,372+107.8% | $130,045+46.0% | $74,460+155.0% |
| Participation rate | 97.1% | 77.8%+19.3pp | 78.5%+18.6pp | 70.7%+26.3pp |
| Annual return | 20.47% | 23.21%-2.7pp | -137.30%+157.8pp | 34.38%-13.9pp |
| Employer contribution / active EE | $7,795 | $2,563+204.1% | $4,321+80.4% | $2,638+195.5% |
| Participant deferral / active EE | $10,266 | $4,721+117.4% | $5,820+76.4% | $4,530+126.6% |
| Admin fee / account holder | $101 | $283-64.4% | $10,600-99.0% | $348-71.0% |