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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 | $103,024+1.2% | $112,040-7.0% | $79,634+30.9% |
| Participation rate | 92.5% | 80.6%+11.9pp | 76.5%+16.0pp | 62.5%+30.0pp |
| Annual return | 24.36% | 17.60%+6.8pp | 24.52%-0.2pp | 36.46%-12.1pp |
| Employer contribution / active EE | $8,044 | $3,015+166.8% | $2,954+172.3% | $2,529+218.0% |
| Participant deferral / active EE | $15,508 | $5,233+196.4% | $5,098+204.2% | $3,835+304.4% |
| Admin fee / account holder | $201 | $465-56.7% | $12,098-98.3% | $1,002-79.9% |