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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 91-1802259 | Advisory (Plan) | $10,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,118 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,016 | $65,437+97.2% | $86,698+48.8% | $66,949+92.7% |
| Participation rate | 93.6% | 75.5%+18.1pp | 76.6%+17.0pp | 69.8%+23.8pp |
| Annual return | -13.55% | -10.91%-2.6pp | 35.96%-49.5pp | 1.57%-15.1pp |
| Employer contribution / active EE | $1,688 | $2,154-21.6% | $2,837-40.5% | $2,545-33.7% |
| Participant deferral / active EE | $8,334 | $4,102+103.2% | $4,656+79.0% | $4,239+96.6% |
| Admin fee / account holder | $114 | $642-82.2% | $7,492-98.5% | $594-80.8% |