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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $200,215 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,369 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $556,737 | $56,095+892.5% | $178,510+211.9% | $90,274+516.7% |
| Participation rate | 92.0% | 65.6%+26.5pp | 81.9%+10.1pp | 73.4%+18.7pp |
| Annual return | 14.37% | 28.81%-14.4pp | 151.13%-136.8pp | 53.97%-39.6pp |
| Employer contribution / active EE | $26,756 | $1,572+1601.6% | $5,011+433.9% | $2,523+960.3% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $116 | $101+15.3% | $13,988-99.2% | $114+1.8% |