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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 | $50,820-67.4% | $155,567-89.4% | $77,671-78.7% |
| Participation rate | 92.9% | 63.1%+29.8pp | 78.2%+14.7pp | 70.6%+22.3pp |
| Annual return | 20.85% | 34.85%-14.0pp | 64.74%-43.9pp | 31.21%-10.4pp |
| Employer contribution / active EE | $1,521 | $1,993-23.7% | $4,674-67.5% | $2,726-44.2% |
| Participant deferral / active EE | $2,827 | $2,823+0.1% | $5,628-49.8% | $4,648-39.2% |
| Admin fee / account holder | $94 | $436-78.4% | $15,916-99.4% | $430-78.1% |