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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,319 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,719 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $210,303 | $88,042+138.9% | $138,135+52.2% | $79,856+163.4% |
| Participation rate | 92.2% | 71.4%+20.8pp | 78.7%+13.5pp | 69.6%+22.6pp |
| Annual return | 9.96% | 20.58%-10.6pp | 20.51%-10.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $6,150 | $3,103+98.2% | $5,587+10.1% | $2,471+148.9% |
| Participant deferral / active EE | $9,013 | $4,704+91.6% | $6,431+40.1% | $3,741+140.9% |
| Admin fee / account holder | $147 | $7,791-98.1% | $11,856-98.8% | $5,306-97.2% |