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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 | $101,591-30.0% | $147,096-51.6% | $74,429-4.4% |
| Participation rate | 73.4% | 75.5%-2.1pp | 82.2%-8.7pp | 67.2%+6.2pp |
| Annual return | 17.11% | 8746.45%-8729.3pp | 419.75%-402.6pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $2,413 | $3,813-36.7% | $4,936-51.1% | $2,625-8.1% |
| Participant deferral / active EE | $4,713 | $7,302-35.5% | $8,071-41.6% | $4,348+8.4% |
| Admin fee / account holder | $386 | $1,750-78.0% | $13,005-97.0% | $1,944-80.2% |