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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0927304 | Advisory (Plan) | $16,536 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,630 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $83,797 | $80,753+3.8% | $136,297-38.5% | $62,293+34.5% |
| Participation rate | 91.8% | 73.5%+18.3pp | 81.9%+9.9pp | 69.5%+22.3pp |
| Annual return | 25.57% | 35.83%-10.3pp | 5156.19%-5130.6pp | 28.90%-3.3pp |
| Employer contribution / active EE | $2,356 | $2,884-18.3% | $4,696-49.8% | $2,042+15.3% |
| Participant deferral / active EE | $7,866 | $5,164+52.3% | $6,247+25.9% | $3,169+148.2% |
| Admin fee / account holder | $296 | $525-43.7% | $9,244-96.8% | $479-38.3% |