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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,881 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,011 | $62,686-63.3% | $178,505-87.1% | $77,762-70.4% |
| Participation rate | 92.3% | 66.9%+25.4pp | 77.1%+15.2pp | 70.6%+21.7pp |
| Annual return | 15.31% | 16.16%-0.9pp | 27.16%-11.8pp | 31.27%-16.0pp |
| Employer contribution / active EE | $3,311 | $1,914+73.0% | $3,955-16.3% | $2,728+21.4% |
| Participant deferral / active EE | $4,379 | $4,224+3.7% | $6,280-30.3% | $4,651-5.8% |
| Admin fee / account holder | $133 | $386-65.5% | $10,428-98.7% | $433-69.2% |