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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $284,463 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,779 |
KESTRA INVESTMENT SERVICES LLC11+ 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 | $81,503 | $150,541-45.9% | $145,433-44.0% | $103,975-21.6% |
| Participation rate | 79.3% | 81.1%-1.8pp | 82.1%-2.8pp | 72.5%+6.8pp |
| Annual return | 19.54% | 20.73%-1.2pp | 66.58%-47.0pp | 19.41%+0.1pp |
| Employer contribution / active EE | $4,506 | $5,177-13.0% | $4,554-1.1% | $3,722+21.0% |
| Participant deferral / active EE | $10,005 | $9,456+5.8% | $7,897+26.7% | $5,343+87.3% |
| Admin fee / account holder | $128 | $165-22.3% | $13,129-99.0% | $332-61.5% |