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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,657 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,065 |
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 | $66,957 | $185,342-63.9% | $111,319-39.9% | $86,828-22.9% |
| Participation rate | 90.3% | 81.0%+9.3pp | 77.3%+12.9pp | 72.3%+18.0pp |
| Annual return | 9.97% | 500.80%-490.8pp | 54.68%-44.7pp | 97.95%-88.0pp |
| Employer contribution / active EE | $2,391 | $2,246+6.5% | $2,732-12.5% | $2,406-0.6% |
| Participant deferral / active EE | $2,307 | $4,458-48.3% | $4,488-48.6% | $4,132-44.2% |
| Admin fee / account holder | $104 | $255-59.1% | $7,966-98.7% | $170-38.4% |