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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 46-5576228 | Consulting | $59,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,831 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,235 | $106,264-29.2% | $147,117-48.9% | $77,762-3.2% |
| Participation rate | 38.1% | 78.4%-40.3pp | 82.2%-44.1pp | 70.6%-32.5pp |
| Annual return | 50.37% | 56.94%-6.6pp | 420.54%-370.2pp | 31.27%+19.1pp |
| Employer contribution / active EE | $1,315 | $4,074-67.7% | $4,932-73.3% | $2,728-51.8% |
| Participant deferral / active EE | $5,739 | $8,003-28.3% | $8,065-28.8% | $4,651+23.4% |
| Admin fee / account holder | $257 | $334-23.2% | $12,993-98.0% | $433-40.7% |