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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,991 |
Service code 27 · EIN 47-3030907 | Advisory (Plan) | $31,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,089 |
FORVIS, LLP3 years Filed as: FORVIS /BKD Service code 10 · EIN 44-0160260 | Accounting | $18,675 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,983 | $138,891+2.9% | $185,441-22.9% | $65,191+119.3% |
| Participation rate | 95.9% | 74.2%+21.7pp | 80.3%+15.7pp | 63.0%+32.9pp |
| Annual return | 21.04% | 10.99%+10.0pp | 20.16%+0.9pp | 51.24%-30.2pp |
| Employer contribution / active EE | $5,687 | $3,142+81.0% | $4,672+21.7% | $2,400+137.0% |
| Participant deferral / active EE | $6,723 | $3,459+94.4% | $6,152+9.3% | $2,671+151.7% |
| Admin fee / account holder | $178 | $864-79.4% | $17,890-99.0% | $907-80.4% |