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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,339 |
BAKER TILLY US, LLP1+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $16,059 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,154 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,801 | $68,092+30.4% | $73,309+21.1% | $59,188+50.0% |
| Participation rate | 87.6% | 78.1%+9.5pp | 74.9%+12.7pp | 69.4%+18.2pp |
| Annual return | 2.21% | 5.93%-3.7pp | 5.67%-3.5pp | 5.51%-3.3pp |
| Employer contribution / active EE | $820 | $2,018-59.4% | $3,237-74.7% | $2,098-60.9% |
| Participant deferral / active EE | $4,498 | $5,041-10.8% | $4,991-9.9% | $3,265+37.8% |
| Admin fee / account holder | $20 | $630-96.8% | $5,635-99.6% | $92-78.5% |