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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,582 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,145 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,705 | $82,163+191.7% | $125,381+91.2% | $64,819+269.8% |
| Participation rate | 96.8% | 77.9%+18.9pp | 82.4%+14.4pp | 71.5%+25.3pp |
| Annual return | -17.88% | 3.49%-21.4pp | 572.31%-590.2pp | 32.84%-50.7pp |
| Employer contribution / active EE | $9,344 | $3,616+158.4% | $4,815+94.0% | $2,507+272.7% |
| Participant deferral / active EE | $14,749 | $7,175+105.6% | $7,448+98.0% | $4,311+242.1% |
| Admin fee / account holder | $173 | $163+6.2% | $10,007-98.3% | $188-7.7% |