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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $36,947 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,394 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,393 | $65,376+111.7% | $87,104+58.9% | $65,185+112.3% |
| Participation rate | 87.7% | 75.3%+12.4pp | 76.9%+10.8pp | 70.2%+17.5pp |
| Annual return | 27.16% | 31.27%-4.1pp | 28.19%-1.0pp | 29.38%-2.2pp |
| Employer contribution / active EE | $2,418 | $1,822+32.7% | $2,521-4.1% | $2,177+11.1% |
| Participant deferral / active EE | $8,274 | $3,388+144.2% | $4,048+104.4% | $3,514+135.5% |
| Admin fee / account holder | $276 | $520-47.0% | $7,491-96.3% | $847-67.5% |