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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,969 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $13,534 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,919 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,594 | $59,191+127.4% | $76,767+75.3% | $56,289+139.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -6.06% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $8,301 | $1,759+372.0% | $2,485+234.0% | $2,111+293.2% |
| Participant deferral / active EE | $8,606 | $3,255+164.4% | $3,852+123.4% | $3,350+156.9% |
| Admin fee / account holder | $358 | $489-26.9% | $6,675-94.6% | $521-31.4% |