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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 | $119,272+19.9% | $161,149-11.3% | $71,012+101.4% |
| Participation rate | 95.9% | 73.6%+22.3pp | 78.8%+17.1pp | 58.6%+37.4pp |
| Annual return | 21.04% | 16.11%+4.9pp | 21.16%-0.1pp | 37.67%-16.6pp |
| Employer contribution / active EE | $5,687 | $2,894+96.5% | $4,360+30.4% | $2,348+142.2% |
| Participant deferral / active EE | $6,723 | $4,117+63.3% | $6,153+9.3% | $3,246+107.1% |
| Admin fee / account holder | $178 | $1,020-82.5% | $15,194-98.8% | $1,167-84.7% |