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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $241,900 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $72,891 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,949 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,833 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,143 | $84,000-39.1% | $119,634-57.3% | $77,906-34.4% |
| Participation rate | 92.2% | 77.8%+14.4pp | 79.3%+12.9pp | 73.7%+18.5pp |
| Annual return | -15.41% | -11.59%-3.8pp | -14.98%-0.4pp | 12.16%-27.6pp |
| Employer contribution / active EE | $1,922 | $2,907-33.9% | $4,232-54.6% | $2,846-32.5% |
| Participant deferral / active EE | $5,535 | $4,705+17.6% | $5,601-1.2% | $4,805+15.2% |
| Admin fee / account holder | $122 | $116+5.4% | $10,329-98.8% | $133-7.9% |