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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,181 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,127 |
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 | $34,703 | $72,303-52.0% | $86,698-60.0% | $64,819-46.5% |
| Participation rate | 90.7% | 80.4%+10.3pp | 76.6%+14.1pp | 71.5%+19.2pp |
| Annual return | -11.34% | 392.77%-404.1pp | 35.95%-47.3pp | 32.84%-44.2pp |
| Employer contribution / active EE | $1,378 | $2,393-42.4% | $2,837-51.4% | $2,507-45.0% |
| Participant deferral / active EE | $3,827 | $4,660-17.9% | $4,656-17.8% | $4,311-11.2% |
| Admin fee / account holder | $115 | $174-34.0% | $7,493-98.5% | $188-38.9% |