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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,762 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,659 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $6,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,627 | $122,063-63.4% | $184,256-75.8% | $74,478-40.1% |
| Participation rate | 95.3% | 85.5%+9.8pp | 86.8%+8.5pp | 67.2%+28.1pp |
| Annual return | 18.66% | 19.92%-1.3pp | 28.85%-10.2pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $1,166 | $4,539-74.3% | $6,427-81.9% | $2,626-55.6% |
| Participant deferral / active EE | $13,012 | $7,144+82.1% | $9,133+42.5% | $4,350+199.1% |
| Admin fee / account holder | $183 | $1,253-85.4% | $13,899-98.7% | $1,946-90.6% |