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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,650 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,435 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,619 | $100,801-29.9% | $149,696-52.8% | $73,409-3.8% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.5%+14.9pp | 72.2%+25.2pp |
| Annual return | 13.30% | 265.34%-252.0pp | 276.60%-263.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $3,931 | $3,312+18.7% | $4,644-15.3% | $2,234+76.0% |
| Participant deferral / active EE | $13,818 | $6,404+115.8% | $6,842+102.0% | $3,805+263.1% |
| Admin fee / account holder | $69 | $181-61.9% | $9,309-99.3% | $158-56.4% |