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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,431 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,940 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 16 · EIN 93-0623286 | Consulting | $9,450 |
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 | $63,857 | $89,435-28.6% | $164,975-61.3% | $77,714-17.8% |
| Participation rate | 93.5% | 78.6%+14.9pp | 78.6%+14.9pp | 70.6%+22.9pp |
| Annual return | 11.03% | 28.82%-17.8pp | 70.12%-59.1pp | 31.26%-20.2pp |
| Employer contribution / active EE | $2,501 | $2,563-2.4% | $4,343-42.4% | $2,727-8.3% |
| Participant deferral / active EE | $4,820 | $4,901-1.7% | $6,033-20.1% | $4,649+3.7% |
| Admin fee / account holder | $184 | $340-45.8% | $12,688-98.5% | $433-57.5% |