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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,378 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,727 | $66,457+90.7% | $81,438+55.6% | $77,671+63.2% |
| Participation rate | 62.9% | 68.7%-5.9pp | 69.5%-6.6pp | 70.6%-7.7pp |
| Annual return | 17.11% | 15.93%+1.2pp | 24.74%-7.6pp | 31.21%-14.1pp |
| Employer contribution / active EE | $1,642 | $2,159-24.0% | $2,460-33.3% | $2,726-39.8% |
| Participant deferral / active EE | $5,982 | $3,679+62.6% | $3,883+54.1% | $4,648+28.7% |
| Admin fee / account holder | $180 | $583-69.1% | $5,764-96.9% | $430-58.1% |