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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $148,875 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,744 |
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 | $30,295 | $96,261-68.5% | $76,768-60.5% | $68,904-56.0% |
| Participation rate | 83.0% | 87.0%-4.0pp | 77.0%+6.0pp | 74.1%+8.8pp |
| Annual return | -4.09% | -0.85%-3.2pp | 2.43%-6.5pp | 1.07%-5.2pp |
| Employer contribution / active EE | $1,822 | $3,303-44.8% | $2,485-26.7% | $2,540-28.3% |
| Participant deferral / active EE | $2,533 | $5,537-54.2% | $3,852-34.2% | $4,015-36.9% |
| Admin fee / account holder | $34 | $73-53.9% | $6,676-99.5% | $71-52.9% |