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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-4837681 | Advisory (Plan) | $77,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,559 |
Service code 27 · EIN 47-1873640 | Advisory (Plan) | $7,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,724 | $88,982-22.8% | $102,438-32.9% | $77,671-11.5% |
| Participation rate | 68.6% | 80.9%-12.3pp | 76.5%-7.9pp | 70.6%-2.0pp |
| Annual return | 17.65% | 25.01%-7.4pp | 29.37%-11.7pp | 31.21%-13.6pp |
| Employer contribution / active EE | $3,252 | $2,698+20.5% | $3,024+7.5% | $2,726+19.3% |
| Participant deferral / active EE | $6,882 | $5,144+33.8% | $5,054+36.2% | $4,648+48.1% |
| Admin fee / account holder | $250 | $236+5.9% | $9,448-97.4% | $430-42.0% |