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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,787 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,445 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,322 | $100,801-46.1% | $149,730-63.7% | $73,412-26.0% |
| Participation rate | 96.1% | 77.7%+18.4pp | 82.5%+13.6pp | 72.2%+23.9pp |
| Annual return | 41.03% | 265.34%-224.3pp | 276.70%-235.7pp | 59.30%-18.3pp |
| Employer contribution / active EE | $3,928 | $3,312+18.6% | $4,645-15.4% | $2,234+75.9% |
| Participant deferral / active EE | $8,906 | $6,404+39.1% | $6,843+30.2% | $3,806+134.0% |
| Admin fee / account holder | $67 | $181-63.2% | $9,310-99.3% | $158-57.8% |