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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,063 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,967 |
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 | $92,782 | $106,212-12.6% | $98,090-5.4% | $71,012+30.7% |
| Participation rate | 84.5% | 76.8%+7.7pp | 81.5%+2.9pp | 58.6%+25.9pp |
| Annual return | 23.56% | 19.33%+4.2pp | 37.05%-13.5pp | 37.67%-14.1pp |
| Employer contribution / active EE | $0 | $3,373-100.0% | $3,606-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $20,281 | $8,077+151.1% | $7,845+158.5% | $3,246+524.8% |
| Admin fee / account holder | $43 | $357-87.9% | $11,815-99.6% | $1,167-96.3% |