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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 | $101,653-9.0% | $147,080-37.1% | $74,459+24.2% |
| Participation rate | 85.3% | 75.6%+9.7pp | 82.2%+3.1pp | 67.2%+18.0pp |
| Annual return | 18.33% | 8754.98%-8736.6pp | 420.17%-401.8pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $2,396 | $3,813-37.2% | $4,933-51.4% | $2,626-8.8% |
| Participant deferral / active EE | $8,994 | $7,304+23.1% | $8,066+11.5% | $4,350+106.8% |
| Admin fee / account holder | $103 | $1,752-94.1% | $12,989-99.2% | $1,945-94.7% |