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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $136,637 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,219 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,893 | $53,254-36.4% | $155,574-78.2% | $199,921-83.0% |
| Participation rate | 93.1% | 64.1%+29.0pp | 78.2%+14.9pp | 72.0%+21.1pp |
| Annual return | 71.15% | 41.18%+30.0pp | 64.87%+6.3pp | 34.28%+36.9pp |
| Employer contribution / active EE | $1,603 | $1,848-13.2% | $4,676-65.7% | $3,035-47.2% |
| Participant deferral / active EE | $3,982 | $3,165+25.8% | $5,629-29.3% | $5,089-21.7% |
| Admin fee / account holder | $102 | $186-45.1% | $15,914-99.4% | $269-62.1% |