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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $117,809 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,349 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $14,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,094 | $45,000+149.1% | $143,801-22.0% | $77,906+43.9% |
| Participation rate | 85.2% | 66.8%+18.4pp | 80.3%+4.9pp | 73.7%+11.5pp |
| Annual return | -16.30% | 29.03%-45.3pp | -0.04%-16.3pp | 12.16%-28.5pp |
| Employer contribution / active EE | $2,636 | $1,870+41.0% | $4,952-46.8% | $2,846-7.4% |
| Participant deferral / active EE | $8,110 | $3,157+156.9% | $5,639+43.8% | $4,805+68.8% |
| Admin fee / account holder | $90 | $98-8.9% | $14,680-99.4% | $133-32.4% |