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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,854 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,721 |
FRAZIER & DEETER, LLC3+ years Service code 10 · EIN 58-1433845 | Accounting | $14,000 |
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 | $29,795 | $65,292-54.4% | $71,671-58.4% | $77,958-61.8% |
| Participation rate | 91.8% | 67.4%+24.4pp | 68.7%+23.0pp | 71.6%+20.1pp |
| Annual return | 18.28% | 21.25%-3.0pp | 20.65%-2.4pp | 20.87%-2.6pp |
| Employer contribution / active EE | $798 | $2,085-61.7% | $2,460-67.5% | $2,310-65.5% |
| Participant deferral / active EE | $2,205 | $3,008-26.7% | $3,438-35.9% | $3,537-37.7% |
| Admin fee / account holder | $39 | $84-53.7% | $5,558-99.3% | $97-59.9% |