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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,851 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $37,500 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,506 |
MGO ONE SEVEN LLC1 year Service code 27 · EIN 88-1097186 | Advisory (Plan) | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,354 | $92,224+11.0% | $105,223-2.7% | $79,634+28.5% |
| Participation rate | 84.4% | 69.2%+15.2pp | 75.0%+9.3pp | 62.5%+21.9pp |
| Annual return | 18.04% | 88.65%-70.6pp | 180.65%-162.6pp | 36.46%-18.4pp |
| Employer contribution / active EE | $2,166 | $3,965-45.4% | $3,689-41.3% | $2,529-14.4% |
| Participant deferral / active EE | $7,192 | $3,834+87.6% | $5,072+41.8% | $3,835+87.6% |
| Admin fee / account holder | $309 | $1,121-72.4% | $8,859-96.5% | $1,002-69.2% |