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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,077 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,551 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,659 | $84,493-10.5% | $125,381-39.7% | $66,938+13.0% |
| Participation rate | 94.5% | 76.4%+18.1pp | 82.4%+12.1pp | 69.8%+24.7pp |
| Annual return | -15.63% | -8.49%-7.1pp | 572.31%-587.9pp | 1.58%-17.2pp |
| Employer contribution / active EE | $4,650 | $3,554+30.8% | $4,815-3.4% | $2,545+82.7% |
| Participant deferral / active EE | $10,982 | $6,783+61.9% | $7,448+47.5% | $4,238+159.1% |
| Admin fee / account holder | $208 | $685-69.6% | $10,007-97.9% | $594-64.9% |