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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 | $110,483-4.5% | $145,433-27.4% | $79,634+32.6% |
| Participation rate | 97.1% | 71.1%+26.0pp | 82.1%+15.0pp | 62.5%+34.6pp |
| Annual return | 23.15% | 24.62%-1.5pp | 66.58%-43.4pp | 36.46%-13.3pp |
| Employer contribution / active EE | $5,052 | $4,053+24.6% | $4,554+10.9% | $2,529+99.7% |
| Participant deferral / active EE | $11,357 | $7,216+57.4% | $7,897+43.8% | $3,835+196.2% |
| Admin fee / account holder | $67 | $680-90.2% | $13,129-99.5% | $1,002-93.3% |