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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $153,925 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,249 |
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 | $43,789 | $117,238-62.6% | $87,102-49.7% | $82,204-46.7% |
| Participation rate | 89.7% | 87.2%+2.5pp | 76.9%+12.9pp | 73.4%+16.3pp |
| Annual return | 25.42% | 25.80%-0.4pp | 28.19%-2.8pp | 26.31%-0.9pp |
| Employer contribution / active EE | $1,858 | $3,535-47.4% | $2,521-26.3% | $2,707-31.4% |
| Participant deferral / active EE | $3,064 | $5,976-48.7% | $4,048-24.3% | $4,246-27.8% |
| Admin fee / account holder | $40 | $81-51.4% | $7,493-99.5% | $76-47.7% |