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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,813 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,277 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,558 | $112,596-6.3% | $152,301-30.7% | $64,728+63.1% |
| Participation rate | 97.1% | 63.6%+33.5pp | 82.4%+14.6pp | 57.9%+39.2pp |
| Annual return | 23.15% | 23.76%-0.6pp | 80.50%-57.4pp | 49.38%-26.2pp |
| Employer contribution / active EE | $5,052 | $3,716+35.9% | $4,624+9.2% | $2,243+125.2% |
| Participant deferral / active EE | $11,357 | $6,075+87.0% | $8,004+41.9% | $2,729+316.1% |
| Admin fee / account holder | $67 | $996-93.3% | $14,398-99.5% | $1,145-94.2% |