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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $180,923 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,203 |
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 | $48,075 | $88,874-45.9% | $123,552-61.1% | $75,289-36.1% |
| Participation rate | 95.5% | 75.9%+19.7pp | 82.3%+13.3pp | 72.4%+23.1pp |
| Annual return | 1.95% | 4.22%-2.3pp | 119.20%-117.3pp | -0.04%+2.0pp |
| Employer contribution / active EE | $2,510 | $3,256-22.9% | $4,628-45.8% | $2,405+4.4% |
| Participant deferral / active EE | $8,700 | $6,174+40.9% | $6,426+35.4% | $3,739+132.7% |
| Admin fee / account holder | $87 | $95-7.9% | $9,285-99.1% | $102-14.8% |