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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,406 |
NAWROCKI SMITH LLP6 years Service code 49 · EIN 74-3216978 | Other Services | $9,500 |
UNITED BENEFIT PENSIONS INC.5 years Service code 49 · EIN 36-4517541 | Other Services | $7,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,355 | $83,369-58.8% | $105,223-67.4% | $67,986-49.5% |
| Participation rate | 96.0% | 56.3%+39.7pp | 75.0%+21.0pp | 57.2%+38.8pp |
| Annual return | 16.70% | 24.64%-7.9pp | 180.65%-163.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $2,445 | $2,541-3.8% | $3,689-33.7% | $2,019+21.1% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $250 | $4,073-93.9% | $8,859-97.2% | $3,203-92.2% |