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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,971 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,897 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,677 | $96,486+77.9% | $153,643+11.7% | $77,736+120.8% |
| Participation rate | 98.1% | 81.6%+16.5pp | 77.1%+21.0pp | 70.6%+27.5pp |
| Annual return | 15.09% | 14.44%+0.6pp | 15.71%-0.6pp | 31.26%-16.2pp |
| Employer contribution / active EE | $8,517 | $5,224+63.0% | $5,039+69.0% | $2,728+212.2% |
| Participant deferral / active EE | $14,498 | $6,609+119.4% | $6,754+114.7% | $4,651+211.7% |
| Admin fee / account holder | $64 | $182-65.1% | $12,739-99.5% | $433-85.3% |