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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,597 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,172 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,142 | $111,608+39.0% | $177,840-12.8% | $73,412+111.3% |
| Participation rate | 92.4% | 87.9%+4.6pp | 87.7%+4.7pp | 72.2%+20.3pp |
| Annual return | 25.10% | 18.23%+6.9pp | 48.32%-23.2pp | 59.30%-34.2pp |
| Employer contribution / active EE | $9,221 | $3,796+142.9% | $5,919+55.8% | $2,234+312.8% |
| Participant deferral / active EE | $13,629 | $6,199+119.8% | $7,714+76.7% | $3,806+258.1% |
| Admin fee / account holder | $77 | $166-53.8% | $12,431-99.4% | $158-51.5% |