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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,357 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,776 |
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 | $97,647 | $58,099+68.1% | $76,872+27.0% | $75,173+29.9% |
| Participation rate | 87.9% | 63.9%+24.0pp | 69.6%+18.3pp | 67.2%+20.7pp |
| Annual return | 17.85% | 26.71%-8.9pp | 37.90%-20.1pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,300 | $1,996+15.3% | $2,533-9.2% | $2,671-13.9% |
| Participant deferral / active EE | $7,025 | $2,999+134.2% | $3,832+83.3% | $4,126+70.3% |
| Admin fee / account holder | $268 | $4,778-94.4% | $5,476-95.1% | $5,651-95.3% |