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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,060 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,007 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,618 | $99,957-38.4% | $149,730-58.8% | $73,493-16.2% |
| Participation rate | 90.8% | 75.7%+15.1pp | 82.5%+8.3pp | 70.7%+20.1pp |
| Annual return | 23.10% | 53.87%-30.8pp | 276.70%-253.6pp | 28.51%-5.4pp |
| Employer contribution / active EE | $2,565 | $3,191-19.6% | $4,645-44.8% | $2,270+13.0% |
| Participant deferral / active EE | $10,907 | $6,073+79.6% | $6,843+59.4% | $3,740+191.7% |
| Admin fee / account holder | $197 | $551-64.3% | $9,310-97.9% | $513-61.6% |