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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,618 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,289 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,040 | $122,239-58.2% | $184,200-72.3% | $74,546-31.5% |
| Participation rate | 77.8% | 85.5%-7.7pp | 86.8%-9.1pp | 67.2%+10.6pp |
| Annual return | 18.06% | 19.95%-1.9pp | 28.80%-10.7pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $4,714 | $4,537+3.9% | $6,424-26.6% | $2,624+79.6% |
| Participant deferral / active EE | $11,464 | $7,139+60.6% | $9,132+25.5% | $4,347+163.7% |
| Admin fee / account holder | $69 | $1,260-94.5% | $13,907-99.5% | $1,944-96.4% |