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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,693 |
USCA RIA LLC3 years Service code 27 · EIN 61-1687272 | Advisory (Plan) | $46,555 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,159 | $37,418-11.4% | $77,100-57.0% | $77,906-57.4% |
| Participation rate | 43.2% | 46.9%-3.7pp | 67.9%-24.7pp | 73.7%-30.5pp |
| Annual return | -18.06% | -7.13%-10.9pp | 42.35%-60.4pp | 12.16%-30.2pp |
| Employer contribution / active EE | $1,579 | $1,200+31.6% | $2,815-43.9% | $2,846-44.5% |
| Participant deferral / active EE | $3,984 | $2,572+54.9% | $4,430-10.1% | $4,805-17.1% |
| Admin fee / account holder | $188 | $126+49.0% | $5,443-96.5% | $133+41.7% |