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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $275,351 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,915 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 27 · EIN 35-2552359 | Advisory (Plan) | $50,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,615 | $122,128-43.8% | $147,117-53.4% | $200,096-65.7% |
| Participation rate | 77.7% | 78.2%-0.4pp | 82.2%-4.5pp | 72.0%+5.7pp |
| Annual return | 16.80% | 30.58%-13.8pp | 420.54%-403.7pp | 34.26%-17.5pp |
| Employer contribution / active EE | $4,304 | $4,093+5.2% | $4,932-12.8% | $3,038+41.7% |
| Participant deferral / active EE | $9,695 | $8,484+14.3% | $8,065+20.2% | $5,090+90.5% |
| Admin fee / account holder | $118 | $180-34.3% | $12,993-99.1% | $269-56.2% |