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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,735 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,046 |
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 | $61,928 | $99,168-37.6% | $96,534-35.8% | $74,460-16.8% |
| Participation rate | 97.2% | 80.7%+16.5pp | 76.0%+21.2pp | 70.7%+26.4pp |
| Annual return | 14.28% | 22.40%-8.1pp | 25.88%-11.6pp | 34.38%-20.1pp |
| Employer contribution / active EE | $2,847 | $2,570+10.8% | $2,965-4.0% | $2,638+7.9% |
| Participant deferral / active EE | $2,761 | $4,936-44.1% | $4,851-43.1% | $4,530-39.1% |
| Admin fee / account holder | $78 | $225-65.3% | $8,253-99.1% | $348-77.6% |