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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,155 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,898 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $9,699 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,039 | $99,442-29.6% | $113,397-38.2% | $71,012-1.4% |
| Participation rate | 84.0% | 78.9%+5.1pp | 76.5%+7.5pp | 58.6%+25.5pp |
| Annual return | 13.39% | 17.93%-4.5pp | 23.20%-9.8pp | 37.67%-24.3pp |
| Employer contribution / active EE | $2,385 | $3,068-22.3% | $2,977-19.9% | $2,348+1.6% |
| Participant deferral / active EE | $2,894 | $4,915-41.1% | $5,076-43.0% | $3,246-10.9% |
| Admin fee / account holder | $99 | $535-81.5% | $11,957-99.2% | $1,167-91.5% |