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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,806 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,291 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,848 | $66,813+1.5% | $100,535-32.5% | $73,497-7.7% |
| Participation rate | 93.7% | 77.5%+16.2pp | 79.4%+14.3pp | 70.7%+23.0pp |
| Annual return | 55.53% | 25.70%+29.8pp | 30.90%+24.6pp | 28.51%+27.0pp |
| Employer contribution / active EE | $5,699 | $2,147+165.5% | $3,419+66.7% | $2,270+151.1% |
| Participant deferral / active EE | $6,411 | $5,883+9.0% | $6,271+2.2% | $3,740+71.4% |
| Admin fee / account holder | $155 | $512-69.7% | $8,085-98.1% | $513-69.8% |