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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,666 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,352 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,459 |
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 | $44,613 | $84,499-47.2% | $125,391-64.4% | $66,949-33.4% |
| Participation rate | 76.6% | 76.4%+0.2pp | 82.4%-5.7pp | 69.8%+6.8pp |
| Annual return | -15.74% | -8.49%-7.3pp | 572.41%-588.2pp | 1.57%-17.3pp |
| Employer contribution / active EE | $2,211 | $3,554-37.8% | $4,816-54.1% | $2,545-13.1% |
| Participant deferral / active EE | $4,297 | $6,785-36.7% | $7,448-42.3% | $4,239+1.4% |
| Admin fee / account holder | $392 | $685-42.7% | $10,009-96.1% | $594-33.9% |