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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $178,777 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,580 |
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 | $497,186 | $45,000+1004.8% | $143,801+245.7% | $77,906+538.2% |
| Participation rate | 96.1% | 66.8%+29.3pp | 80.3%+15.8pp | 73.7%+22.5pp |
| Annual return | -16.19% | 29.03%-45.2pp | -0.04%-16.2pp | 12.16%-28.3pp |
| Employer contribution / active EE | $35,032 | $1,870+1773.8% | $4,952+607.4% | $2,846+1130.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $104 | $98+5.7% | $14,680-99.3% | $133-21.5% |