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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $241,315 |
CERITY PARTNERS2 years Service code 16 · EIN 35-2467663 | Consulting | $44,000 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $14,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,881 | $82,188+60.5% | $125,391+5.2% | $64,824+103.4% |
| Participation rate | 98.8% | 77.9%+20.9pp | 82.4%+16.5pp | 71.5%+27.4pp |
| Annual return | -17.61% | 3.50%-21.1pp | 572.41%-590.0pp | 32.84%-50.5pp |
| Employer contribution / active EE | $6,980 | $3,617+93.0% | $4,816+45.0% | $2,507+178.4% |
| Participant deferral / active EE | $10,586 | $7,177+47.5% | $7,448+42.1% | $4,311+145.6% |
| Admin fee / account holder | $216 | $163+32.6% | $10,009-97.8% | $188+15.2% |