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 | $55,446-15.8% | $155,574-70.0% | $74,429-37.3% |
| Participation rate | 83.8% | 61.9%+21.9pp | 78.2%+5.6pp | 67.2%+16.6pp |
| Annual return | 28.35% | 269.20%-240.9pp | 64.87%-36.5pp | 1368.38%-1340.0pp |
| Employer contribution / active EE | $2,711 | $2,266+19.6% | $4,676-42.0% | $2,625+3.3% |
| Participant deferral / active EE | $5,859 | $2,836+106.6% | $5,629+4.1% | $4,348+34.7% |
| Admin fee / account holder | -$33 | $1,743-101.9% | $15,914-100.2% | $1,944-101.7% |