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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,343 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,949 |
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 | $176,475 | $130,294+35.4% | $170,004+3.8% | $71,476+146.9% |
| Participation rate | 99.4% | 86.2%+13.2pp | 87.0%+12.4pp | 67.9%+31.5pp |
| Annual return | 14.42% | 20.36%-5.9pp | 53.39%-39.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $6,331 | $4,385+44.4% | $6,786-6.7% | $2,589+144.6% |
| Participant deferral / active EE | $6,920 | $6,928-0.1% | $10,408-33.5% | $4,290+61.3% |
| Admin fee / account holder | $158 | $966-83.6% | $12,816-98.8% | $1,587-90.0% |