Filed May 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,337 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,642 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,076 | $56,540+2.7% | $185,851-68.8% | $86,821-33.1% |
| Participation rate | 96.1% | 65.5%+30.6pp | 81.7%+14.4pp | 72.3%+23.8pp |
| Annual return | 14.50% | 118.20%-103.7pp | 122.11%-107.6pp | 97.94%-83.4pp |
| Employer contribution / active EE | $2,080 | $1,844+12.7% | $5,168-59.8% | $2,406-13.6% |
| Participant deferral / active EE | $4,581 | $2,555+79.3% | $5,569-17.7% | $4,132+10.9% |
| Admin fee / account holder | $46 | $150-69.6% | $16,245-99.7% | $170-73.2% |