| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,504 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $8,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $38,465 | $50,169-23.3% | $149,740-74.3% | $80,187-52.0% |
| Participation rate | 1.3% | 64.3%-62.9pp | 78.8%-77.4pp | 72.9%-71.6pp |
| Annual return | 15.99% | 29.82%-13.8pp | 134.51%-118.5pp | 40.40%-24.4pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $529 | $3,194-83.4% | $5,683-90.7% | $5,016-89.4% |
| Admin fee / account holder | $95 | $153-37.6% | $13,222-99.3% | $145-34.3% |