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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,917 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,579 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,472 | $85,515+58.4% | $112,040+20.9% | $67,986+99.3% |
| Participation rate | 79.2% | 68.2%+11.0pp | 76.5%+2.7pp | 57.2%+22.0pp |
| Annual return | 23.19% | 29.68%-6.5pp | 24.52%-1.3pp | 31.67%-8.5pp |
| Employer contribution / active EE | $5,772 | $2,191+163.4% | $2,954+95.4% | $2,019+185.9% |
| Participant deferral / active EE | $17,137 | $4,014+326.9% | $5,098+236.2% | $3,358+410.3% |
| Admin fee / account holder | $255 | $3,774-93.2% | $12,098-97.9% | $3,203-92.0% |