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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 37-1444529 | Advisory (Plan) | $15,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,140 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,551 | $50,860-67.5% | $155,574-89.4% | $77,714-78.7% |
| Participation rate | 92.9% | 63.1%+29.8pp | 78.2%+14.7pp | 70.6%+22.3pp |
| Annual return | 20.85% | 34.86%-14.0pp | 64.87%-44.0pp | 31.26%-10.4pp |
| Employer contribution / active EE | $1,521 | $1,991-23.6% | $4,676-67.5% | $2,727-44.2% |
| Participant deferral / active EE | $2,827 | $2,825+0.1% | $5,629-49.8% | $4,649-39.2% |
| Admin fee / account holder | $94 | $436-78.4% | $15,914-99.4% | $433-78.2% |