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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,881 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,584 |
PENSION ASSURANCE LLP2 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $14,000 |
Employer contribution per participant 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 | $137,573 | $47,173+191.6% | $149,740-8.1% | $74,478+84.7% |
| Participation rate | 86.5% | 63.4%+23.1pp | 78.8%+7.7pp | 70.7%+15.8pp |
| Annual return | 17.23% | 22.75%-5.5pp | 134.51%-117.3pp | 34.37%-17.1pp |
| Employer contribution / active EE | $0 | $1,903-100.0% | $4,821-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $7,580 | $2,730+177.7% | $5,683+33.4% | $4,530+67.3% |
| Admin fee / account holder | $85 | $343-75.4% | $13,222-99.4% | $347-75.6% |