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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,606 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,147 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,296 | $88,730-46.7% | $82,312-42.5% | $77,958-39.3% |
| Participation rate | 90.4% | 84.5%+5.8pp | 76.9%+13.5pp | 71.6%+18.7pp |
| Annual return | 22.41% | 20.88%+1.5pp | 25.88%-3.5pp | 20.87%+1.5pp |
| Employer contribution / active EE | $1,850 | $2,758-32.9% | $2,428-23.8% | $2,310-19.9% |
| Participant deferral / active EE | $4,614 | $4,634-0.4% | $3,706+24.5% | $3,537+30.5% |
| Admin fee / account holder | $20 | $74-72.4% | $5,608-99.6% | $97-79.1% |