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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $162,221 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,883 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,257 | $110,258-57.1% | $102,460-53.9% | $200,096-76.4% |
| Participation rate | 92.9% | 86.3%+6.6pp | 76.5%+16.4pp | 72.0%+20.9pp |
| Annual return | 16.31% | 35.78%-19.5pp | 29.47%-13.2pp | 34.26%-18.0pp |
| Employer contribution / active EE | $4,275 | $3,605+18.6% | $3,025+41.3% | $3,038+40.7% |
| Participant deferral / active EE | $6,327 | $6,377-0.8% | $5,056+25.1% | $5,090+24.3% |
| Admin fee / account holder | $98 | $122-19.5% | $9,460-99.0% | $269-63.4% |