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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL ADVISORS LLC2 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,948 | $91,760+108.1% | $156,181+22.3% | $67,986+180.9% |
| Participation rate | 92.1% | 65.0%+27.1pp | 78.8%+13.3pp | 57.2%+34.9pp |
| Annual return | 12.79% | 18.14%-5.3pp | 64.87%-52.1pp | 31.67%-18.9pp |
| Employer contribution / active EE | $1,681 | $2,419-30.5% | $4,294-60.9% | $2,019-16.7% |
| Participant deferral / active EE | $5,362 | $3,960+35.4% | $6,132-12.6% | $3,358+59.7% |
| Admin fee / account holder | $130 | $3,949-96.7% | $14,586-99.1% | $3,203-96.0% |