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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,800 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,324 |
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 | $107,294 | $52,293+105.2% | $178,499-39.9% | $73,412+46.2% |
| Participation rate | 71.8% | 65.3%+6.5pp | 81.9%-10.1pp | 72.2%-0.4pp |
| Annual return | 88.58% | 34.75%+53.8pp | 151.10%-62.5pp | 59.30%+29.3pp |
| Employer contribution / active EE | $1,534 | $1,735-11.6% | $5,011-69.4% | $2,234-31.3% |
| Participant deferral / active EE | $3,274 | $2,332+40.4% | $5,202-37.1% | $3,806-14.0% |
| Admin fee / account holder | $44 | $127-65.4% | $13,986-99.7% | $158-72.1% |