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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,801 |
FRAZIER & DEETER, LLC5+ years Service code 10 · EIN 58-1433845 | Accounting | $32,800 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,362 |
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 | $34,164 | $67,598-49.5% | $75,906-55.0% | $77,775-56.1% |
| Participation rate | 92.7% | 69.6%+23.1pp | 69.3%+23.4pp | 73.2%+19.4pp |
| Annual return | 24.33% | 23.18%+1.2pp | 30.73%-6.4pp | 32.58%-8.2pp |
| Employer contribution / active EE | $1,672 | $2,430-31.2% | $2,501-33.2% | $2,504-33.2% |
| Participant deferral / active EE | $2,927 | $3,502-16.4% | $3,604-18.8% | $3,966-26.2% |
| Admin fee / account holder | $39 | $96-59.4% | $5,421-99.3% | $100-61.0% |