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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 | $92,985+8.6% | $153,432-34.2% | $80,874+24.9% |
| Participation rate | 97.5% | 69.0%+28.5pp | 77.1%+20.4pp | 67.6%+29.9pp |
| Annual return | 18.36% | 19.95%-1.6pp | 15.66%+2.7pp | 35.62%-17.3pp |
| Employer contribution / active EE | $12,513 | $3,507+256.8% | $5,038+148.4% | $2,756+354.1% |
| Participant deferral / active EE | $13,181 | $5,178+154.6% | $6,757+95.1% | $4,297+206.8% |
| Admin fee / account holder | $182 | $8,880-98.0% | $12,725-98.6% | $6,935-97.4% |