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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,211 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,155 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,651 | $72,620-30.3% | $90,760-44.2% | $66,938-24.3% |
| Participation rate | 97.6% | 73.7%+23.9pp | 75.7%+21.9pp | 69.8%+27.8pp |
| Annual return | -12.83% | -12.28%-0.6pp | -12.16%-0.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $4,154 | $2,369+75.3% | $2,922+42.2% | $2,545+63.2% |
| Participant deferral / active EE | $6,720 | $3,979+68.9% | $4,565+47.2% | $4,238+58.5% |
| Admin fee / account holder | $265 | $707-62.6% | $8,444-96.9% | $594-55.4% |