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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $41,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,067 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,528 | $101,672+21.5% | $147,117-16.0% | $74,478+65.9% |
| Participation rate | 97.5% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 17.82% | 8757.83%-8740.0pp | 420.54%-402.7pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $3,113 | $3,813-18.4% | $4,932-36.9% | $2,626+18.5% |
| Participant deferral / active EE | $24,933 | $7,305+241.3% | $8,065+209.2% | $4,350+473.1% |
| Admin fee / account holder | $490 | $1,753-72.1% | $12,993-96.2% | $1,946-74.8% |