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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1873640 | Advisory (Plan) | $121,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | $118,992 |
Service code 27 · EIN 93-4837681 | Advisory (Plan) | $51,149 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,935 | $122,128-59.1% | $147,080-66.0% | $199,960-75.0% |
| Participation rate | 96.5% | 78.2%+18.3pp | 82.2%+14.3pp | 72.0%+24.5pp |
| Annual return | 21.58% | 30.58%-9.0pp | 420.17%-398.6pp | 34.28%-12.7pp |
| Employer contribution / active EE | $5,768 | $4,093+40.9% | $4,933+16.9% | $3,036+90.0% |
| Participant deferral / active EE | $7,988 | $8,484-5.8% | $8,066-1.0% | $5,087+57.0% |
| Admin fee / account holder | $156 | $180-12.9% | $12,989-98.8% | $269-42.0% |