Filed March 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-4310632 | Advisory (Plan) | $14,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,534 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,670 | $55,472-15.9% | $155,567-70.0% | $74,546-37.4% |
| Participation rate | 83.8% | 61.9%+21.9pp | 78.2%+5.6pp | 67.2%+16.6pp |
| Annual return | 28.35% | 268.72%-240.4pp | 64.74%-36.4pp | 1366.03%-1337.7pp |
| Employer contribution / active EE | $2,711 | $2,269+19.5% | $4,674-42.0% | $2,624+3.3% |
| Participant deferral / active EE | $5,859 | $2,838+106.5% | $5,628+4.1% | $4,347+34.8% |
| Admin fee / account holder | -$33 | $1,743-101.9% | $15,916-100.2% | $1,944-101.7% |