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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,540 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,728 |
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 | $111,245 | $69,823+59.3% | $76,872+44.7% | $74,460+49.4% |
| Participation rate | 61.5% | 70.0%-8.5pp | 69.6%-8.1pp | 70.7%-9.2pp |
| Annual return | 67.30% | 19.99%+47.3pp | 37.90%+29.4pp | 34.38%+32.9pp |
| Employer contribution / active EE | $1,407 | $2,148-34.5% | $2,533-44.5% | $2,638-46.7% |
| Participant deferral / active EE | $5,284 | $3,558+48.5% | $3,832+37.9% | $4,530+16.7% |
| Admin fee / account holder | $160 | $398-59.8% | $5,476-97.1% | $348-54.1% |