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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $143,850 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,626 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,631 | $112,623-58.6% | $106,201-56.1% | $199,768-76.7% |
| Participation rate | 91.0% | 86.2%+4.8pp | 75.3%+15.7pp | 72.0%+19.0pp |
| Annual return | 13.55% | 15.57%-2.0pp | 116.26%-102.7pp | 34.26%-20.7pp |
| Employer contribution / active EE | $2,923 | $4,575-36.1% | $3,170-7.8% | $3,037-3.7% |
| Participant deferral / active EE | $5,463 | $6,659-18.0% | $5,012+9.0% | $5,090+7.3% |
| Admin fee / account holder | $228 | $107+113.4% | $11,039-97.9% | $269-15.1% |