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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$749 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,512 | $101,539-8.9% | $147,041-37.1% | $74,400+24.3% |
| Participation rate | 85.3% | 75.5%+9.7pp | 82.2%+3.1pp | 67.2%+18.1pp |
| Annual return | 18.33% | 8740.84%-8722.5pp | 419.21%-400.9pp | 1367.51%-1349.2pp |
| Employer contribution / active EE | $2,396 | $3,811-37.1% | $4,935-51.5% | $2,624-8.7% |
| Participant deferral / active EE | $8,994 | $7,304+23.1% | $8,071+11.4% | $4,348+106.8% |
| Admin fee / account holder | $103 | $1,749-94.1% | $13,006-99.2% | $1,944-94.7% |