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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,705 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,298 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,663 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,540 | $50,902-26.3% | $155,534-75.9% | $77,736-51.7% |
| Participation rate | 94.1% | 63.1%+31.0pp | 78.2%+15.9pp | 70.6%+23.5pp |
| Annual return | 15.63% | 34.85%-19.2pp | 64.92%-49.3pp | 31.26%-15.6pp |
| Employer contribution / active EE | $1,069 | $1,991-46.3% | $4,675-77.1% | $2,728-60.8% |
| Participant deferral / active EE | $4,265 | $2,824+51.0% | $5,630-24.2% | $4,651-8.3% |
| Admin fee / account holder | $65 | $437-85.2% | $15,900-99.6% | $433-85.1% |