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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,410 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,126 |
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 | $98,998 | $50,199+97.2% | $69,890+41.6% | $66,949+47.9% |
| Participation rate | 61.7% | 66.3%-4.7pp | 70.5%-8.8pp | 69.8%-8.1pp |
| Annual return | -15.58% | -13.85%-1.7pp | 190.84%-206.4pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,595 | $1,864-14.4% | $2,560-37.7% | $2,545-37.3% |
| Participant deferral / active EE | $5,986 | $3,112+92.4% | $3,848+55.5% | $4,239+41.2% |
| Admin fee / account holder | $191 | $600-68.1% | $6,267-97.0% | $594-67.8% |