| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $346,106 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $288,345 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,574 | $82,204+122.1% | $392,568-53.5% | $82,204+122.1% |
| Participation rate | 89.3% | 73.4%+15.9pp | 78.1%+11.2pp | 73.4%+15.9pp |
| Annual return | 21.39% | 26.31%-4.9pp | 24.42%-3.0pp | 26.31%-4.9pp |
| Employer contribution / active EE | $5,217 | $2,707+92.7% | $3,783+37.9% | $2,707+92.7% |
| Participant deferral / active EE | $10,088 | $4,246+137.6% | $5,985+68.5% | $4,246+137.6% |
| Admin fee / account holder | $86 | $76+13.1% | $6,260-98.6% | $76+13.1% |