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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,006 |
Service code 27 · EIN 91-1802259 | Advisory (Plan) | $74,847 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,985 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,304 | $110,258-27.2% | $102,460-21.6% | $200,096-59.9% |
| Participation rate | 76.9% | 86.3%-9.4pp | 76.5%+0.4pp | 72.0%+4.9pp |
| Annual return | 13.30% | 35.78%-22.5pp | 29.47%-16.2pp | 34.26%-21.0pp |
| Employer contribution / active EE | $2,304 | $3,605-36.1% | $3,025-23.9% | $3,038-24.2% |
| Participant deferral / active EE | $3,534 | $6,377-44.6% | $5,056-30.1% | $5,090-30.6% |
| Admin fee / account holder | $70 | $122-43.1% | $9,460-99.3% | $269-74.1% |