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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,392 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,758 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,788 | $172,932-0.1% | $119,237+44.9% | $86,821+99.0% |
| Participation rate | 86.7% | 89.4%-2.7pp | 82.7%+4.0pp | 72.3%+14.4pp |
| Annual return | 14.55% | 20.96%-6.4pp | 30.70%-16.1pp | 97.94%-83.4pp |
| Employer contribution / active EE | $2,743 | $5,487-50.0% | $4,383-37.4% | $2,406+14.0% |
| Participant deferral / active EE | $7,833 | $8,466-7.5% | $6,112+28.2% | $4,132+89.6% |
| Admin fee / account holder | $107 | $150-28.8% | $7,229-98.5% | $170-36.9% |