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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $184,136 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $132,491 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $91,731 |
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 | $162,776 | $176,471-7.8% | $95,968+69.6% | $90,274+80.3% |
| Participation rate | 97.4% | 86.6%+10.8pp | 77.1%+20.3pp | 73.4%+24.1pp |
| Annual return | 17.37% | 20.15%-2.8pp | 91.65%-74.3pp | 53.97%-36.6pp |
| Employer contribution / active EE | $5,328 | $2,783+91.4% | $2,542+109.6% | $2,523+111.1% |
| Participant deferral / active EE | $9,205 | $5,325+72.9% | $4,167+120.9% | $4,231+117.6% |
| Admin fee / account holder | $212 | $154+37.4% | $6,798-96.9% | $114+85.7% |