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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $107,346 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,153 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,335 | $86,225+22.2% | $146,647-28.2% | $86,821+21.3% |
| Participation rate | 98.4% | 78.0%+20.5pp | 80.1%+18.4pp | 72.3%+26.2pp |
| Annual return | 14.77% | 31.23%-16.5pp | 22.75%-8.0pp | 97.94%-83.2pp |
| Employer contribution / active EE | $2,520 | $2,392+5.3% | $4,137-39.1% | $2,406+4.7% |
| Participant deferral / active EE | $6,240 | $4,245+47.0% | $5,506+13.3% | $4,132+51.0% |
| Admin fee / account holder | $164 | $195-16.2% | $10,281-98.4% | $170-3.5% |