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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $11,224 |
RKL LLP2 years Service code 10 · EIN 23-2108173 | Accounting | $6,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,881 | $70,917-52.2% | $98,920-65.7% | $73,497-53.9% |
| Participation rate | 87.2% | 73.8%+13.3pp | 76.0%+11.1pp | 70.7%+16.5pp |
| Annual return | 12.67% | 34.18%-21.5pp | 196.47%-183.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $402 | $2,037-80.3% | $2,689-85.1% | $2,270-82.3% |
| Participant deferral / active EE | $2,762 | $3,501-21.1% | $4,245-34.9% | $3,740-26.2% |
| Admin fee / account holder | $57 | $535-89.3% | $6,643-99.1% | $513-88.8% |