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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-2675782 | Advisory (Plan) | $25,882 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,981 |
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 | $56,093 | $85,169-34.1% | $172,755-67.5% | $72,983-23.1% |
| Participation rate | 89.0% | 70.1%+18.9pp | 82.6%+6.4pp | 69.5%+19.5pp |
| Annual return | 20.36% | 27.32%-7.0pp | 802.94%-782.6pp | 81.01%-60.6pp |
| Employer contribution / active EE | $2,152 | $3,324-35.3% | $5,144-58.2% | $2,440-11.8% |
| Participant deferral / active EE | $3,201 | $3,260-1.8% | $5,198-38.4% | $3,608-11.3% |
| Admin fee / account holder | $292 | $5,880-95.0% | $13,955-97.9% | $5,124-94.3% |