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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $17,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,051 |
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 | $92,293 | $54,590+69.1% | $81,726+12.9% | $73,497+25.6% |
| Participation rate | 86.7% | 68.3%+18.4pp | 72.0%+14.7pp | 70.7%+16.0pp |
| Annual return | 15.02% | 17.74%-2.7pp | 29.49%-14.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,770 | $1,636+8.2% | $4,311-58.9% | $2,270-22.0% |
| Participant deferral / active EE | $4,556 | $2,759+65.1% | $7,108-35.9% | $3,740+21.8% |
| Admin fee / account holder | $269 | $592-54.6% | $5,160-94.8% | $513-47.6% |