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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $29,425 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,272 |
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 | $83,289 | $101,499-17.9% | $147,005-43.3% | $74,546+11.7% |
| Participation rate | 62.6% | 75.5%-13.0pp | 82.2%-19.6pp | 67.2%-4.6pp |
| Annual return | 15.44% | 8732.34%-8716.9pp | 418.76%-403.3pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $2,648 | $3,811-30.5% | $4,934-46.3% | $2,624+0.9% |
| Participant deferral / active EE | $6,786 | $7,304-7.1% | $8,070-15.9% | $4,347+56.1% |
| Admin fee / account holder | $295 | $1,748-83.1% | $13,006-97.7% | $1,944-84.8% |