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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2541452 | Advisory (Plan) | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,756 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,042 | $88,137+97.5% | $164,975+5.5% | $74,429+133.8% |
| Participation rate | 90.6% | 73.1%+17.5pp | 78.6%+12.0pp | 67.2%+23.4pp |
| Annual return | 12.74% | 17.13%-4.4pp | 70.12%-57.4pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $1,292 | $2,597-50.3% | $4,343-70.3% | $2,625-50.8% |
| Participant deferral / active EE | $4,960 | $4,501+10.2% | $6,033-17.8% | $4,348+14.1% |
| Admin fee / account holder | $138 | $2,231-93.8% | $12,688-98.9% | $1,944-92.9% |