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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,121 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,442 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,551 | $129,227-33.0% | $184,256-53.0% | $77,762+11.3% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.8%+7.5pp | 70.6%+23.8pp |
| Annual return | 18.85% | 33.24%-14.4pp | 28.85%-10.0pp | 31.27%-12.4pp |
| Employer contribution / active EE | $6,241 | $4,412+41.4% | $6,427-2.9% | $2,728+128.8% |
| Participant deferral / active EE | $8,599 | $7,307+17.7% | $9,133-5.8% | $4,651+84.9% |
| Admin fee / account holder | $35 | $256-86.5% | $13,899-99.8% | $433-92.0% |