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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $127,054 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,263 |
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 | $43,172 | $104,631-58.7% | $98,461-56.2% | $80,157-46.1% |
| Participation rate | 91.3% | 87.5%+3.7pp | 75.2%+16.1pp | 72.9%+18.3pp |
| Annual return | 19.92% | 34.72%-14.8pp | 21.17%-1.3pp | 40.39%-20.5pp |
| Employer contribution / active EE | $3,026 | $4,517-33.0% | $3,049-0.7% | $2,977+1.6% |
| Participant deferral / active EE | $5,381 | $6,545-17.8% | $4,738+13.6% | $5,015+7.3% |
| Admin fee / account holder | $214 | $105+104.3% | $8,961-97.6% | $145+47.7% |