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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,977 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,562 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,373 | $104,482-22.1% | $159,455-49.0% | $79,393+2.5% |
| Participation rate | 92.7% | 76.6%+16.0pp | 82.8%+9.8pp | 70.7%+21.9pp |
| Annual return | 21.16% | 67.96%-46.8pp | 263.63%-242.5pp | 116.87%-95.7pp |
| Employer contribution / active EE | $3,944 | $3,416+15.5% | $4,830-18.3% | $2,428+62.5% |
| Participant deferral / active EE | $11,348 | $6,467+75.5% | $7,353+54.3% | $4,046+180.5% |
| Admin fee / account holder | $211 | $711-70.3% | $10,800-98.0% | $627-66.3% |