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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,829 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,705 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $177,954 | $98,982+79.8% | $162,185+9.7% | $65,186+173.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 19.03% | 24.84%-5.8pp | 115.61%-96.6pp | 29.39%-10.4pp |
| Employer contribution / active EE | $7,265 | $3,467+109.6% | $5,613+29.4% | $2,177+233.8% |
| Participant deferral / active EE | $6,009 | $5,384+11.6% | $7,297-17.7% | $3,514+71.0% |
| Admin fee / account holder | $260 | $596-56.5% | $10,844-97.6% | $847-69.4% |