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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,433 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,182 |
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 | $76,917 | $99,957-23.0% | $149,745-48.6% | $73,497+4.7% |
| Participation rate | 94.6% | 75.7%+18.9pp | 82.5%+12.1pp | 70.7%+23.9pp |
| Annual return | 24.99% | 53.87%-28.9pp | 276.72%-251.7pp | 28.51%-3.5pp |
| Employer contribution / active EE | $3,665 | $3,191+14.9% | $4,646-21.1% | $2,270+61.5% |
| Participant deferral / active EE | $10,286 | $6,073+69.4% | $6,843+50.3% | $3,740+175.0% |
| Admin fee / account holder | $223 | $551-59.4% | $9,312-97.6% | $513-56.5% |