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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 | $89,123+17.8% | $102,460+2.5% | $77,762+35.0% |
| Participation rate | 67.6% | 80.9%-13.3pp | 76.5%-8.9pp | 70.6%-2.9pp |
| Annual return | 12.22% | 25.05%-12.8pp | 29.47%-17.3pp | 31.27%-19.1pp |
| Employer contribution / active EE | $2,285 | $2,700-15.4% | $3,025-24.5% | $2,728-16.2% |
| Participant deferral / active EE | $2,985 | $5,148-42.0% | $5,056-41.0% | $4,651-35.8% |
| Admin fee / account holder | $124 | $236-47.6% | $9,460-98.7% | $433-71.4% |