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| Provider | Service type | Compensation |
|---|---|---|
VALTINSON BRUNER FINANCIAL6 years Service code 27 · EIN 83-0812292 | Advisory (Plan) | $130,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,854 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,654 | $90,064+141.7% | $100,392+116.8% | $77,736+180.0% |
| Participation rate | 91.8% | 81.3%+10.5pp | 81.5%+10.3pp | 70.6%+21.2pp |
| Annual return | 15.71% | 20.61%-4.9pp | 49.45%-33.7pp | 31.26%-15.6pp |
| Employer contribution / active EE | $7,076 | $3,043+132.5% | $3,941+79.5% | $2,728+159.4% |
| Participant deferral / active EE | $18,960 | $8,282+128.9% | $8,090+134.4% | $4,651+307.7% |
| Admin fee / account holder | $199 | $172+15.4% | $7,904-97.5% | $433-54.2% |