Filed December 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $13,598 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,393 |
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 | $26,494 | $75,183-64.8% | $123,894-78.6% | $55,167-52.0% |
| Participation rate | 94.1% | 72.8%+21.3pp | 81.4%+12.7pp | 69.0%+25.1pp |
| Annual return | 12.21% | 19.01%-6.8pp | 47.52%-35.3pp | 169.23%-157.0pp |
| Employer contribution / active EE | $564 | $2,823-80.0% | $4,617-87.8% | $1,963-71.2% |
| Participant deferral / active EE | $4,504 | $5,084-11.4% | $5,984-24.7% | $3,054+47.5% |
| Admin fee / account holder | $91 | $663-86.3% | $8,357-98.9% | $504-82.0% |