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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,193 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,161 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,251 | $50,199+71.8% | $69,884+23.4% | $66,938+28.9% |
| Participation rate | 86.0% | 66.3%+19.6pp | 70.5%+15.5pp | 69.8%+16.2pp |
| Annual return | -16.53% | -13.85%-2.7pp | 190.81%-207.3pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,951 | $1,864+4.7% | $2,560-23.8% | $2,545-23.3% |
| Participant deferral / active EE | $5,478 | $3,112+76.0% | $3,848+42.3% | $4,238+29.2% |
| Admin fee / account holder | $245 | $600-59.2% | $6,266-96.1% | $594-58.8% |