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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,669 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,446 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,855 | $90,064+22.0% | $100,415+9.4% | $77,762+41.3% |
| Participation rate | 97.3% | 81.3%+16.0pp | 81.5%+15.8pp | 70.6%+26.7pp |
| Annual return | 16.32% | 20.61%-4.3pp | 49.47%-33.2pp | 31.27%-14.9pp |
| Employer contribution / active EE | $4,323 | $3,043+42.0% | $3,943+9.6% | $2,728+58.5% |
| Participant deferral / active EE | $17,210 | $8,282+107.8% | $8,091+112.7% | $4,651+270.0% |
| Admin fee / account holder | $28 | $172-83.8% | $7,906-99.6% | $433-93.5% |