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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $181,883 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $16,900 | $130,338-87.0% | $85,708-80.3% | $106,520-84.1% |
| Participation rate | 61.5% | 64.6%-3.2pp | 69.9%-8.4pp | 71.3%-9.9pp |
| Annual return | 16.51% | 14.40%+2.1pp | 21.49%-5.0pp | 19.28%-2.8pp |
| Employer contribution / active EE | $266 | $3,864-93.1% | $2,618-89.8% | $2,840-90.6% |
| Participant deferral / active EE | $559 | $4,160-86.6% | $3,922-85.7% | $4,948-88.7% |
| Admin fee / account holder | $24 | $114-78.7% | $6,876-99.6% | $75-67.5% |