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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $13,261 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,981 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,981 | $93,055+8.5% | $153,741-34.3% | $80,959+24.7% |
| Participation rate | 97.5% | 69.0%+28.5pp | 77.1%+20.4pp | 67.7%+29.8pp |
| Annual return | 18.36% | 19.97%-1.6pp | 15.71%+2.6pp | 35.67%-17.3pp |
| Employer contribution / active EE | $12,513 | $3,504+257.2% | $5,042+148.2% | $2,757+353.9% |
| Participant deferral / active EE | $13,181 | $5,172+154.8% | $6,757+95.1% | $4,300+206.5% |
| Admin fee / account holder | $182 | $8,881-98.0% | $12,749-98.6% | $6,925-97.4% |