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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,376 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,923 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,989 | $106,264+41.1% | $147,117+2.0% | $77,762+92.9% |
| Participation rate | 94.4% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 14.32% | 56.94%-42.6pp | 420.54%-406.2pp | 31.27%-16.9pp |
| Employer contribution / active EE | $11,581 | $4,074+184.3% | $4,932+134.8% | $2,728+324.5% |
| Participant deferral / active EE | $5,461 | $8,003-31.8% | $8,065-32.3% | $4,651+17.4% |
| Admin fee / account holder | $54 | $334-84.0% | $12,993-99.6% | $433-87.6% |