Filed August 28, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP2+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $29,900 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,873 |
MARQUETTE ASSOCIATES2+ years Service code 16 · EIN 36-3485298 | Consulting | $18,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,235 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,091 | $82,279+7.1% | $78,002+12.9% | $63,975+37.7% |
| Participation rate | 97.5% | 84.7%+12.8pp | 75.5%+21.9pp | 71.1%+26.3pp |
| Annual return | 6.45% | 11.20%-4.7pp | 425.99%-419.5pp | 48.65%-42.2pp |
| Employer contribution / active EE | $1,672 | $3,297-49.3% | $2,470-32.3% | $2,182-23.4% |
| Participant deferral / active EE | $4,681 | $4,538+3.1% | $3,497+33.8% | $3,356+39.5% |
| Admin fee / account holder | $32 | $81-60.1% | $5,481-99.4% | $70-53.9% |