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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,568 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,359 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,729 | $54,245-2.8% | $93,727-43.7% | $77,762-32.2% |
| Participation rate | 85.5% | 63.9%+21.6pp | 68.7%+16.8pp | 70.6%+15.0pp |
| Annual return | 13.70% | 30.58%-16.9pp | 133.83%-120.1pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,241 | $1,168+6.3% | $2,421-48.8% | $2,728-54.5% |
| Participant deferral / active EE | $4,341 | $3,144+38.1% | $4,417-1.7% | $4,651-6.7% |
| Admin fee / account holder | $126 | $575-78.1% | $8,292-98.5% | $433-70.8% |