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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,948 | $95,904+99.1% | $173,730+9.9% | $64,340+196.8% |
| Participation rate | 92.1% | 60.6%+31.5pp | 79.6%+12.5pp | 55.2%+36.9pp |
| Annual return | 12.79% | 17.47%-4.7pp | 19.96%-7.2pp | 24.14%-11.4pp |
| Employer contribution / active EE | $1,681 | $2,323-27.6% | $4,577-63.3% | $1,862-9.7% |
| Participant deferral / active EE | $5,362 | $3,488+53.7% | $6,326-15.2% | $2,980+79.9% |
| Admin fee / account holder | $130 | $5,089-97.5% | $17,523-99.3% | $3,703-96.5% |