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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $163,291 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,703 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,507 | $104,544-63.2% | $96,544-60.1% | $80,169-52.0% |
| Participation rate | 90.1% | 86.4%+3.7pp | 76.0%+14.1pp | 72.9%+17.1pp |
| Annual return | 18.79% | 21.79%-3.0pp | 25.88%-7.1pp | 40.39%-21.6pp |
| Employer contribution / active EE | $3,208 | $3,527-9.1% | $2,966+8.1% | $2,978+7.7% |
| Participant deferral / active EE | $4,614 | $6,170-25.2% | $4,851-4.9% | $5,016-8.0% |
| Admin fee / account holder | $94 | $107-12.0% | $8,254-98.9% | $145-35.2% |