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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,525 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,484 | $111,608-44.0% | $177,840-64.9% | $73,412-14.9% |
| Participation rate | 97.6% | 87.9%+9.8pp | 87.7%+9.9pp | 72.2%+25.4pp |
| Annual return | 20.28% | 18.23%+2.1pp | 48.32%-28.0pp | 59.30%-39.0pp |
| Employer contribution / active EE | $3,445 | $3,796-9.2% | $5,919-41.8% | $2,234+54.2% |
| Participant deferral / active EE | $7,670 | $6,199+23.7% | $7,714-0.6% | $3,806+101.5% |
| Admin fee / account holder | $135 | $166-18.3% | $12,431-98.9% | $158-14.4% |