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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,556 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $12,380 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,317 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,517 | $64,909+116.5% | $82,312+70.7% | $62,293+125.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.35% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $7,933 | $1,676+373.3% | $2,428+226.7% | $2,042+288.5% |
| Participant deferral / active EE | $7,191 | $3,103+131.7% | $3,706+94.0% | $3,169+126.9% |
| Admin fee / account holder | $274 | $440-37.7% | $5,608-95.1% | $479-42.9% |