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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,523 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,863 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,709 |
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 | $59,355 | $91,439-35.1% | $135,974-56.3% | $71,511-17.0% |
| Participation rate | 73.9% | 75.7%-1.8pp | 81.9%-8.1pp | 67.9%+5.9pp |
| Annual return | 24.82% | 29.90%-5.1pp | 68.30%-43.5pp | 28.86%-4.0pp |
| Employer contribution / active EE | $2,604 | $3,705-29.7% | $4,859-46.4% | $2,589+0.6% |
| Participant deferral / active EE | $5,266 | $7,093-25.8% | $7,760-32.1% | $4,291+22.7% |
| Admin fee / account holder | $390 | $1,267-69.2% | $10,767-96.4% | $1,588-75.4% |