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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1873640 | Advisory (Plan) | $52,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,221 |
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 | $40,632 | $79,519-48.9% | $95,956-57.7% | $73,412-44.7% |
| Participation rate | 63.6% | 81.2%-17.6pp | 77.1%-13.5pp | 72.2%-8.6pp |
| Annual return | 23.91% | 19.20%+4.7pp | 91.63%-67.7pp | 59.30%-35.4pp |
| Employer contribution / active EE | $2,087 | $2,048+1.9% | $2,541-17.9% | $2,234-6.6% |
| Participant deferral / active EE | $4,124 | $4,138-0.3% | $4,167-1.0% | $3,806+8.4% |
| Admin fee / account holder | $251 | $184+36.2% | $6,797-96.3% | $158+59.0% |