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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,813 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,942 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,582 | $121,341+73.5% | $189,545+11.1% | $79,389+165.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 12.38% | 21.08%-8.7pp | 555.36%-543.0pp | 116.89%-104.5pp |
| Employer contribution / active EE | $8,179 | $3,915+108.9% | $6,162+32.7% | $2,428+236.9% |
| Participant deferral / active EE | $6,943 | $6,395+8.6% | $8,220-15.5% | $4,046+71.6% |
| Admin fee / account holder | $361 | $651-44.6% | $12,049-97.0% | $626-42.3% |