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| Provider | Service type | Compensation |
|---|---|---|
GREERWALKER LLP1 year Filed as: GREERWALKER, LLP. Service code 10 · EIN 56-1434747 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,069 |
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 | $105,009 | $89,067+17.9% | $102,423+2.5% | $77,714+35.1% |
| Participation rate | 67.6% | 80.9%-13.3pp | 76.5%-8.9pp | 70.6%-2.9pp |
| Annual return | 12.22% | 25.01%-12.8pp | 29.42%-17.2pp | 31.26%-19.0pp |
| Employer contribution / active EE | $2,285 | $2,699-15.3% | $3,023-24.4% | $2,727-16.2% |
| Participant deferral / active EE | $2,985 | $5,147-42.0% | $5,054-40.9% | $4,649-35.8% |
| Admin fee / account holder | $124 | $236-47.5% | $9,455-98.7% | $433-71.5% |