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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 | $66,486+90.6% | $81,370+55.7% | $77,762+63.0% |
| Participation rate | 62.9% | 68.7%-5.8pp | 69.5%-6.7pp | 70.6%-7.7pp |
| Annual return | 17.11% | 15.95%+1.2pp | 24.85%-7.7pp | 31.27%-14.2pp |
| Employer contribution / active EE | $1,642 | $2,158-23.9% | $2,464-33.4% | $2,728-39.8% |
| Participant deferral / active EE | $5,982 | $3,677+62.7% | $3,885+54.0% | $4,651+28.6% |
| Admin fee / account holder | $180 | $586-69.2% | $5,749-96.9% | $433-58.4% |