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| Provider | Service type | Compensation |
|---|---|---|
USCA RIA LLC4 years Service code 27 · EIN 61-1687272 | Advisory (Plan) | $60,705 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,542 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,946 | $40,278+9.1% | $80,627-45.5% | $80,157-45.2% |
| Participation rate | 45.5% | 47.5%-2.0pp | 67.0%-21.5pp | 72.9%-27.4pp |
| Annual return | 34.96% | 50.86%-15.9pp | 936.76%-901.8pp | 40.39%-5.4pp |
| Employer contribution / active EE | $1,712 | $1,332+28.5% | $2,723-37.1% | $2,977-42.5% |
| Participant deferral / active EE | $4,437 | $2,696+64.6% | $4,443-0.1% | $5,015-11.5% |
| Admin fee / account holder | $200 | $210-4.9% | $5,381-96.3% | $145+38.0% |