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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,159 |
HAYS FINANCIAL GROUP4 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $25,048 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,203 | $88,982-61.6% | $102,438-66.6% | $77,671-56.0% |
| Participation rate | 87.5% | 80.9%+6.6pp | 76.5%+11.0pp | 70.6%+16.9pp |
| Annual return | 15.35% | 25.01%-9.7pp | 29.37%-14.0pp | 31.21%-15.9pp |
| Employer contribution / active EE | $1,546 | $2,698-42.7% | $3,024-48.9% | $2,726-43.3% |
| Participant deferral / active EE | $4,222 | $5,144-17.9% | $5,054-16.5% | $4,648-9.2% |
| Admin fee / account holder | $144 | $236-38.7% | $9,448-98.5% | $430-66.4% |