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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $143,316 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,657 |
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 | $45,577 | $45,000+1.3% | $143,797-68.3% | $77,906-41.5% |
| Participation rate | 99.7% | 66.8%+32.9pp | 80.3%+19.4pp | 73.7%+26.0pp |
| Annual return | -18.19% | 29.03%-47.2pp | -0.04%-18.2pp | 12.16%-30.3pp |
| Employer contribution / active EE | $2,046 | $1,870+9.4% | $4,952-58.7% | $2,846-28.1% |
| Participant deferral / active EE | $3,980 | $3,157+26.1% | $5,638-29.4% | $4,805-17.2% |
| Admin fee / account holder | $88 | $98-10.3% | $14,679-99.4% | $133-33.4% |