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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,529 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,443 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,946 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,122 | $101,672-30.0% | $147,117-51.7% | $74,478-4.5% |
| Participation rate | 73.4% | 75.5%-2.1pp | 82.2%-8.7pp | 67.2%+6.2pp |
| Annual return | 17.11% | 8757.83%-8740.7pp | 420.54%-403.4pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $2,413 | $3,813-36.7% | $4,932-51.1% | $2,626-8.1% |
| Participant deferral / active EE | $4,713 | $7,305-35.5% | $8,065-41.6% | $4,350+8.3% |
| Admin fee / account holder | $386 | $1,753-78.0% | $12,993-97.0% | $1,946-80.2% |