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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,217 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,541 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,345 | $82,093-41.1% | $379,746-87.3% | $73,412-34.1% |
| Participation rate | 91.2% | 76.8%+14.4pp | 78.4%+12.7pp | 72.2%+19.0pp |
| Annual return | 17.22% | 18.89%-1.7pp | 34.90%-17.7pp | 59.30%-42.1pp |
| Employer contribution / active EE | $835 | $2,847-70.7% | $3,540-76.4% | $2,234-62.6% |
| Participant deferral / active EE | $4,222 | $4,697-10.1% | $6,024-29.9% | $3,806+10.9% |
| Admin fee / account holder | $45 | $128-64.4% | $7,927-99.4% | $158-71.3% |