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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,404 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,039 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,449 | $92,076-2.9% | $105,607-15.3% | $77,736+15.1% |
| Participation rate | 87.4% | 81.0%+6.4pp | 75.3%+12.1pp | 70.6%+16.8pp |
| Annual return | 12.04% | 17.84%-5.8pp | 116.11%-104.1pp | 31.26%-19.2pp |
| Employer contribution / active EE | $1,605 | $3,370-52.4% | $3,167-49.3% | $2,728-41.1% |
| Participant deferral / active EE | $3,159 | $5,390-41.4% | $5,011-37.0% | $4,651-32.1% |
| Admin fee / account holder | $99 | $219-54.7% | $10,958-99.1% | $433-77.1% |