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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,766 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,226 | $78,483-9.2% | $106,201-32.9% | $74,546-4.5% |
| Participation rate | 83.0% | 72.8%+10.2pp | 75.3%+7.7pp | 67.2%+15.8pp |
| Annual return | 9.64% | 15.94%-6.3pp | 116.26%-106.6pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $1,552 | $2,522-38.5% | $3,170-51.0% | $2,624-40.9% |
| Participant deferral / active EE | $4,682 | $4,320+8.4% | $5,012-6.6% | $4,347+7.7% |
| Admin fee / account holder | $192 | $2,236-91.4% | $11,039-98.3% | $1,944-90.1% |