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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 | $89,093-22.9% | $102,434-32.9% | $77,736-11.6% |
| Participation rate | 68.6% | 80.9%-12.3pp | 76.5%-7.9pp | 70.6%-2.0pp |
| Annual return | 17.65% | 25.03%-7.4pp | 29.46%-11.8pp | 31.26%-13.6pp |
| Employer contribution / active EE | $3,252 | $2,699+20.5% | $3,023+7.6% | $2,728+19.2% |
| Participant deferral / active EE | $6,882 | $5,147+33.7% | $5,055+36.1% | $4,651+48.0% |
| Admin fee / account holder | $250 | $236+5.8% | $9,462-97.4% | $433-42.4% |