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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 | $101,499+21.7% | $147,005-16.0% | $74,546+65.7% |
| Participation rate | 97.5% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 17.82% | 8732.34%-8714.5pp | 418.76%-400.9pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $3,113 | $3,811-18.3% | $4,934-36.9% | $2,624+18.6% |
| Participant deferral / active EE | $24,933 | $7,304+241.4% | $8,070+209.0% | $4,347+473.5% |
| Admin fee / account holder | $490 | $1,748-72.0% | $13,006-96.2% | $1,944-74.8% |