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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,419 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,294 |
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 | $84,345 | $75,388+11.9% | $123,552-31.7% | $55,725+51.4% |
| Participation rate | 95.5% | 75.7%+19.8pp | 82.3%+13.2pp | 70.9%+24.6pp |
| Annual return | -5.68% | 4.48%-10.2pp | 119.20%-124.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $3,847 | $3,063+25.6% | $4,628-16.9% | $2,078+85.1% |
| Participant deferral / active EE | $6,279 | $5,651+11.1% | $6,426-2.3% | $3,356+87.1% |
| Admin fee / account holder | $75 | $120-37.6% | $9,285-99.2% | $115-35.2% |