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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,070 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,684 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,969 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,269 | $106,264-32.0% | $147,117-50.9% | $77,762-7.1% |
| Participation rate | 87.7% | 78.4%+9.2pp | 82.2%+5.5pp | 70.6%+17.1pp |
| Annual return | 18.65% | 56.94%-38.3pp | 420.54%-401.9pp | 31.27%-12.6pp |
| Employer contribution / active EE | $2,268 | $4,074-44.3% | $4,932-54.0% | $2,728-16.9% |
| Participant deferral / active EE | $11,943 | $8,003+49.2% | $8,065+48.1% | $4,651+156.8% |
| Admin fee / account holder | $371 | $334+11.0% | $12,993-97.1% | $433-14.2% |