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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,856 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $54,605 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,892 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,566 | $107,741-11.3% | $96,576-1.0% | $79,634+20.0% |
| Participation rate | 94.1% | 79.1%+15.0pp | 81.4%+12.7pp | 62.5%+31.6pp |
| Annual return | 23.06% | 19.24%+3.8pp | 38.47%-15.4pp | 36.46%-13.4pp |
| Employer contribution / active EE | $4,107 | $2,991+37.3% | $3,553+15.6% | $2,529+62.4% |
| Participant deferral / active EE | $14,282 | $7,899+80.8% | $7,956+79.5% | $3,835+272.5% |
| Admin fee / account holder | $275 | $1,150-76.1% | $11,381-97.6% | $1,002-72.6% |