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| Provider | Service type | Compensation |
|---|---|---|
TANNER LLC4 years Service code 10 · EIN 20-2253063 | Accounting | $15,844 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,004 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,361 | $79,519-12.8% | $95,956-27.7% | $73,412-5.5% |
| Participation rate | 59.4% | 81.2%-21.8pp | 77.1%-17.7pp | 72.2%-12.8pp |
| Annual return | 16.89% | 19.20%-2.3pp | 91.63%-74.7pp | 59.30%-42.4pp |
| Employer contribution / active EE | $652 | $2,048-68.1% | $2,541-74.3% | $2,234-70.8% |
| Participant deferral / active EE | $4,365 | $4,138+5.5% | $4,167+4.8% | $3,806+14.7% |
| Admin fee / account holder | $78 | $184-57.6% | $6,797-98.9% | $158-50.6% |