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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,914 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,615 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,756 | $106,236-46.6% | $112,258-49.4% | $64,814-12.4% |
| Participation rate | 90.0% | 71.7%+18.3pp | 75.1%+14.9pp | 71.5%+18.5pp |
| Annual return | -17.86% | -6.02%-11.8pp | 27.47%-45.3pp | 32.84%-50.7pp |
| Employer contribution / active EE | $1,969 | $3,166-37.8% | $3,636-45.8% | $2,507-21.5% |
| Participant deferral / active EE | $6,089 | $3,785+60.9% | $4,728+28.8% | $4,310+41.3% |
| Admin fee / account holder | $258 | $452-43.0% | $6,411-96.0% | $188+37.1% |