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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,238 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,084 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,302 | $35,955+209.6% | $78,210+42.3% | $69,631+59.8% |
| Participation rate | 83.2% | 67.2%+16.0pp | 68.7%+14.5pp | 70.7%+12.5pp |
| Annual return | 19.08% | 16.42%+2.7pp | 40.90%-21.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,597 | $1,244+28.4% | $2,034-21.5% | $2,032-21.4% |
| Participant deferral / active EE | $5,632 | $2,107+167.3% | $2,823+99.5% | $3,224+74.7% |
| Admin fee / account holder | $26 | $86-70.2% | $3,758-99.3% | $110-76.8% |