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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,557 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $14,790 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $1,729 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,951 | $56,540+22.0% | $185,851-62.9% | $86,821-20.6% |
| Participation rate | 71.1% | 65.5%+5.6pp | 81.7%-10.6pp | 72.3%-1.2pp |
| Annual return | 13.98% | 118.20%-104.2pp | 122.11%-108.1pp | 97.94%-84.0pp |
| Employer contribution / active EE | $1,029 | $1,844-44.2% | $5,168-80.1% | $2,406-57.2% |
| Participant deferral / active EE | $3,618 | $2,555+41.6% | $5,569-35.0% | $4,132-12.4% |
| Admin fee / account holder | $55 | $150-63.2% | $16,245-99.7% | $170-67.5% |