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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,170 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,891 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,292 | $102,661+63.9% | $151,645+11.0% | $66,949+151.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -13.42% | -10.81%-2.6pp | 3.34%-16.8pp | 1.57%-15.0pp |
| Employer contribution / active EE | $4,722 | $4,184+12.9% | $6,165-23.4% | $2,545+85.5% |
| Participant deferral / active EE | $6,433 | $6,645-3.2% | $8,363-23.1% | $4,239+51.7% |
| Admin fee / account holder | $177 | $630-72.0% | $11,614-98.5% | $594-70.2% |