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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,113 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,516 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,378 | $79,181-7.3% | $102,423-28.4% | $74,429-1.4% |
| Participation rate | 90.7% | 74.8%+15.9pp | 76.5%+14.2pp | 67.2%+23.5pp |
| Annual return | 16.31% | 54.97%-38.7pp | 29.42%-13.1pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $2,385 | $2,362+1.0% | $3,023-21.1% | $2,625-9.2% |
| Participant deferral / active EE | $4,841 | $4,416+9.6% | $5,054-4.2% | $4,348+11.3% |
| Admin fee / account holder | $147 | $2,002-92.7% | $9,455-98.4% | $1,944-92.4% |