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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $128,400 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,734 |
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 | $107,410 | $104,544+2.7% | $96,564+11.2% | $80,187+33.9% |
| Participation rate | 97.3% | 86.4%+10.9pp | 76.0%+21.3pp | 72.9%+24.3pp |
| Annual return | 20.50% | 21.79%-1.3pp | 25.89%-5.4pp | 40.40%-19.9pp |
| Employer contribution / active EE | $5,603 | $3,527+58.8% | $2,967+88.8% | $2,980+88.0% |
| Participant deferral / active EE | $8,352 | $6,170+35.4% | $4,852+72.1% | $5,016+66.5% |
| Admin fee / account holder | $68 | $107-36.4% | $8,256-99.2% | $145-53.1% |