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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $133,241 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,597 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 49 · EIN 13-1459550 | Other Services | $24,614 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,949 | $127,218-10.4% | $392,568-71.0% | $77,775+46.5% |
| Participation rate | 87.6% | 82.0%+5.6pp | 78.1%+9.6pp | 73.2%+14.4pp |
| Annual return | 22.70% | 25.27%-2.6pp | 24.42%-1.7pp | 32.58%-9.9pp |
| Employer contribution / active EE | $5,004 | $3,064+63.3% | $3,783+32.3% | $2,504+99.8% |
| Participant deferral / active EE | $11,619 | $4,820+141.1% | $5,985+94.1% | $3,966+193.0% |
| Admin fee / account holder | $125 | $89+40.8% | $6,260-98.0% | $100+25.2% |