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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,345 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,087 |
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 | $64,929 | $43,504+49.2% | $68,612-5.4% | $56,289+15.4% |
| Participation rate | 79.6% | 67.8%+11.7pp | 72.2%+7.4pp | 69.9%+9.7pp |
| Annual return | -2.79% | -3.15%+0.4pp | -4.63%+1.8pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,540 | $1,525+1.0% | $2,625-41.3% | $2,111-27.0% |
| Participant deferral / active EE | $4,040 | $2,509+61.1% | $3,311+22.0% | $3,350+20.6% |
| Admin fee / account holder | $205 | $515-60.2% | $5,131-96.0% | $521-60.6% |