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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,651 |
Service code 27 · EIN 95-2506099 | Advisory (Plan) | $100,000 |
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $14,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,391 | $78,852+2.0% | $76,768+4.7% | $75,289+6.8% |
| Participation rate | 97.1% | 85.0%+12.1pp | 77.0%+20.1pp | 72.4%+24.7pp |
| Annual return | -5.62% | -1.29%-4.3pp | 2.43%-8.1pp | -0.04%-5.6pp |
| Employer contribution / active EE | $3,735 | $2,794+33.7% | $2,485+50.3% | $2,405+55.3% |
| Participant deferral / active EE | $7,836 | $4,800+63.3% | $3,852+103.4% | $3,739+109.6% |
| Admin fee / account holder | $96 | $79+21.6% | $6,676-98.6% | $102-6.1% |