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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,608 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,988 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,318 | $67,512-72.9% | $185,837-90.1% | $93,010-80.3% |
| Participation rate | 80.4% | 67.1%+13.2pp | 81.7%-1.3pp | 73.9%+6.5pp |
| Annual return | 14.76% | 21.04%-6.3pp | 122.08%-107.3pp | 158.70%-143.9pp |
| Employer contribution / active EE | $930 | $1,783-47.9% | $5,168-82.0% | $2,705-65.6% |
| Participant deferral / active EE | $110 | $3,035-96.4% | $5,568-98.0% | $4,561-97.6% |
| Admin fee / account holder | $21 | $318-93.5% | $16,241-99.9% | $152-86.3% |