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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP4 years Service code 10 · EIN 39-0758449 | Accounting | $13,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,884 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,620 | $122,042-19.2% | $184,260-46.5% | $74,459+32.4% |
| Participation rate | 73.9% | 85.5%-11.6pp | 86.8%-12.9pp | 67.2%+6.7pp |
| Annual return | 13.18% | 19.91%-6.7pp | 28.84%-15.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,974 | $4,537-56.5% | $6,427-69.3% | $2,626-24.8% |
| Participant deferral / active EE | $7,140 | $7,1430% | $9,133-21.8% | $4,350+64.2% |
| Admin fee / account holder | $1 | $1,252-99.9% | $13,898-100.0% | $1,945-99.9% |