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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $78,538 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,768 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,470 | $82,422-64.2% | $67,652-56.4% | $67,505-56.3% |
| Participation rate | 84.2% | 84.2%+0.1pp | 75.7%+8.6pp | 71.2%+13.0pp |
| Annual return | -0.85% | 12.72%-13.6pp | 6625.40%-6626.2pp | 6.52%-7.4pp |
| Employer contribution / active EE | $1,077 | $2,879-62.6% | $2,266-52.4% | $2,173-50.4% |
| Participant deferral / active EE | $1,798 | $5,020-64.2% | $3,560-49.5% | $3,597-50.0% |
| Admin fee / account holder | $24 | $53-54.5% | $4,821-99.5% | $56-56.9% |