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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $173,556 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $80,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,919 |
SC&H ATTEST SERVICES, P.C.3 years Service code 10 · EIN 57-1743645 | Accounting | $20,000 |
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 | $62,269 | $127,481-51.2% | $149,715-58.4% | $90,274-31.0% |
| Participation rate | 91.0% | 78.2%+12.8pp | 82.5%+8.5pp | 73.4%+17.7pp |
| Annual return | 15.67% | 57.78%-42.1pp | 276.66%-261.0pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,949 | $3,448-43.5% | $4,645-58.0% | $2,523-22.8% |
| Participant deferral / active EE | $8,875 | $6,975+27.2% | $6,842+29.7% | $4,231+109.8% |
| Admin fee / account holder | $122 | $152-19.5% | $9,310-98.7% | $114+7.1% |