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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,454 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,388 |
Service code 27 · EIN 27-3463733 | Advisory (Plan) | $6,616 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,929 | $50,287+70.9% | $112,228-23.4% | $80,169+7.2% |
| Participation rate | 96.3% | 52.9%+43.4pp | 72.4%+23.9pp | 72.9%+23.4pp |
| Annual return | 17.25% | 19.72%-2.5pp | 30.23%-13.0pp | 40.39%-23.1pp |
| Employer contribution / active EE | $2,432 | $1,211+100.8% | $3,432-29.1% | $2,978-18.4% |
| Participant deferral / active EE | $4,767 | $2,265+110.5% | $4,800-0.7% | $5,016-5.0% |
| Admin fee / account holder | $45 | $114-60.3% | $7,752-99.4% | $145-68.9% |