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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 | $89,808+22.3% | $100,383+9.4% | $77,671+41.4% |
| Participation rate | 97.3% | 81.2%+16.1pp | 81.5%+15.8pp | 70.6%+26.7pp |
| Annual return | 16.32% | 20.62%-4.3pp | 49.26%-32.9pp | 31.21%-14.9pp |
| Employer contribution / active EE | $4,323 | $3,039+42.3% | $3,944+9.6% | $2,726+58.6% |
| Participant deferral / active EE | $17,210 | $8,284+107.8% | $8,086+112.8% | $4,648+270.3% |
| Admin fee / account holder | $28 | $174-84.0% | $7,900-99.6% | $430-93.5% |