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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,603 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,703 |
Filed as: HUMAN INVESTING Service code 16 · EIN 74-3130983 | Consulting | $14,284 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK RIMERMAN CO LLP Service code 10 PO BOX 29650 · PHOENIX, AZ 85038 | Accounting | $13,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,102 | $116,081-36.2% | $156,181-52.6% | $79,634-6.9% |
| Participation rate | 90.4% | 75.6%+14.9pp | 78.8%+11.6pp | 62.5%+28.0pp |
| Annual return | 15.44% | 15.89%-0.5pp | 64.87%-49.4pp | 36.46%-21.0pp |
| Employer contribution / active EE | $2,384 | $2,828-15.7% | $4,294-44.5% | $2,529-5.8% |
| Participant deferral / active EE | $5,105 | $4,584+11.4% | $6,132-16.8% | $3,835+33.1% |
| Admin fee / account holder | $416 | $854-51.4% | $14,586-97.2% | $1,002-58.5% |