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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $224,963 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,184 |
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 | $521,867 | $50,151+940.6% | $149,696+248.6% | $80,157+551.1% |
| Participation rate | 88.8% | 64.3%+24.5pp | 78.8%+10.0pp | 72.9%+15.9pp |
| Annual return | 18.70% | 29.80%-11.1pp | 134.46%-115.8pp | 40.39%-21.7pp |
| Employer contribution / active EE | $28,965 | $1,867+1451.5% | $4,821+500.8% | $2,977+872.8% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $113 | $153-26.1% | $13,212-99.1% | $145-22.2% |