| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $332,689 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $310,235 |
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 | $211,277 | $164,864+28.2% | $453,569-53.4% | $93,010+127.2% |
| Participation rate | 95.7% | 84.2%+11.5pp | 78.0%+17.7pp | 73.9%+21.8pp |
| Annual return | 12.88% | 17.89%-5.0pp | 64.43%-51.5pp | 158.70%-145.8pp |
| Employer contribution / active EE | $6,321 | $3,519+79.6% | $4,072+55.2% | $2,705+133.7% |
| Participant deferral / active EE | $12,374 | $5,690+117.5% | $6,211+99.2% | $4,561+171.3% |
| Admin fee / account holder | $78 | $104-25.1% | $11,214-99.3% | $152-48.6% |