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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,444 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,554 |
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 | $186,589 | $136,307+36.9% | $177,848+4.9% | $73,497+153.9% |
| Participation rate | 99.4% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.7pp |
| Annual return | 11.26% | 18.68%-7.4pp | 48.33%-37.1pp | 28.51%-17.3pp |
| Employer contribution / active EE | $7,448 | $3,712+100.6% | $5,919+25.8% | $2,270+228.1% |
| Participant deferral / active EE | $5,903 | $5,829+1.3% | $7,714-23.5% | $3,740+57.8% |
| Admin fee / account holder | $290 | $596-51.3% | $12,431-97.7% | $513-43.5% |