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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,083 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,025 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,438 | $89,123-24.3% | $102,460-34.2% | $77,762-13.3% |
| Participation rate | 85.8% | 80.9%+4.9pp | 76.5%+9.3pp | 70.6%+15.2pp |
| Annual return | 0.05% | 25.05%-25.0pp | 29.47%-29.4pp | 31.27%-31.2pp |
| Employer contribution / active EE | $2,761 | $2,700+2.3% | $3,025-8.7% | $2,728+1.2% |
| Participant deferral / active EE | $2,930 | $5,148-43.1% | $5,056-42.0% | $4,651-37.0% |
| Admin fee / account holder | $86 | $236-63.7% | $9,460-99.1% | $433-80.2% |