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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,743 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,569 | $73,638+14.8% | $108,405-22.0% | $79,389+6.5% |
| Participation rate | 85.3% | 77.4%+7.9pp | 80.1%+5.1pp | 70.7%+14.6pp |
| Annual return | 19.91% | 33.27%-13.4pp | 905.55%-885.6pp | 116.89%-97.0pp |
| Employer contribution / active EE | $3,882 | $2,397+62.0% | $3,559+9.1% | $2,428+59.9% |
| Participant deferral / active EE | $8,580 | $6,218+38.0% | $6,563+30.7% | $4,046+112.1% |
| Admin fee / account holder | $204 | $638-68.1% | $7,297-97.2% | $626-67.5% |