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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $114,857 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,454 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $13,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,215 | $100,061+4.2% | $120,344-13.4% | $64,728+61.0% |
| Participation rate | 92.5% | 79.8%+12.7pp | 76.7%+15.8pp | 57.9%+34.6pp |
| Annual return | 24.36% | 16.53%+7.8pp | 20.30%+4.1pp | 49.38%-25.0pp |
| Employer contribution / active EE | $8,044 | $3,112+158.5% | $3,020+166.3% | $2,243+258.7% |
| Participant deferral / active EE | $15,508 | $4,955+213.0% | $5,135+202.0% | $2,729+468.2% |
| Admin fee / account holder | $201 | $428-53.0% | $12,742-98.4% | $1,145-82.4% |