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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,624 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,947 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,756 | $64,612-36.9% | $86,438-52.8% | $64,819-37.1% |
| Participation rate | 82.2% | 81.5%+0.8pp | 80.3%+1.9pp | 71.5%+10.8pp |
| Annual return | -12.74% | 0.66%-13.4pp | 4397.19%-4409.9pp | 32.84%-45.6pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $12,745 | $7,497+70.0% | $6,952+83.3% | $4,311+195.7% |
| Admin fee / account holder | $27 | $169-83.9% | $6,733-99.6% | $188-85.5% |