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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,891 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,679 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,465 | $65,223+5.0% | $80,022-14.4% | $55,725+22.9% |
| Participation rate | 98.1% | 80.6%+17.6pp | 75.8%+22.3pp | 70.9%+27.3pp |
| Annual return | -5.63% | 7.59%-13.2pp | 11.22%-16.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,302 | $2,544-48.8% | $2,468-47.3% | $2,078-37.4% |
| Participant deferral / active EE | $2,310 | $3,881-40.5% | $3,686-37.3% | $3,356-31.1% |
| Admin fee / account holder | $57 | $114-50.3% | $6,521-99.1% | $115-50.8% |