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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,217 |
USCA RIA LLC5 years Service code 27 · EIN 61-1687272 | Advisory (Plan) | $85,396 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,027 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $9,186 |
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 | $50,628 | $44,898+12.8% | $85,126-40.5% | $199,921-74.7% |
| Participation rate | 42.1% | 45.7%-3.6pp | 67.5%-25.4pp | 72.0%-29.9pp |
| Annual return | 23.73% | 20.98%+2.7pp | 66.63%-42.9pp | 34.28%-10.6pp |
| Employer contribution / active EE | $1,511 | $1,367+10.5% | $2,731-44.7% | $3,035-50.2% |
| Participant deferral / active EE | $4,021 | $2,670+50.6% | $4,523-11.1% | $5,089-21.0% |
| Admin fee / account holder | $238 | $585-59.3% | $6,160-96.1% | $269-11.5% |