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 | $55,437-15.8% | $155,534-70.0% | $74,459-37.3% |
| Participation rate | 83.8% | 61.9%+21.9pp | 78.2%+5.6pp | 67.2%+16.6pp |
| Annual return | 28.35% | 269.58%-241.2pp | 64.92%-36.6pp | 1369.70%-1341.4pp |
| Employer contribution / active EE | $2,711 | $2,266+19.7% | $4,675-42.0% | $2,626+3.3% |
| Participant deferral / active EE | $5,859 | $2,837+106.5% | $5,630+4.1% | $4,350+34.7% |
| Admin fee / account holder | -$33 | $1,742-101.9% | $15,900-100.2% | $1,945-101.7% |