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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $238,796 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,944 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $72,781 |
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 | $93,017 | $110,258-15.6% | $102,460-9.2% | $200,096-53.5% |
| Participation rate | 69.3% | 86.3%-17.0pp | 76.5%-7.2pp | 72.0%-2.7pp |
| Annual return | 37.69% | 35.78%+1.9pp | 29.47%+8.2pp | 34.26%+3.4pp |
| Employer contribution / active EE | $2,626 | $3,605-27.2% | $3,025-13.2% | $3,038-13.6% |
| Participant deferral / active EE | $5,430 | $6,377-14.9% | $5,056+7.4% | $5,090+6.7% |
| Admin fee / account holder | $138 | $122+13.0% | $9,460-98.5% | $269-48.7% |