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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $45,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,788 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,182 | $82,163-60.8% | $125,381-74.3% | $64,819-50.4% |
| Participation rate | 92.3% | 77.9%+14.4pp | 82.4%+9.9pp | 71.5%+20.8pp |
| Annual return | -15.14% | 3.49%-18.6pp | 572.31%-587.4pp | 32.84%-48.0pp |
| Employer contribution / active EE | $1,469 | $3,616-59.4% | $4,815-69.5% | $2,507-41.4% |
| Participant deferral / active EE | $7,563 | $7,175+5.4% | $7,448+1.5% | $4,311+75.4% |
| Admin fee / account holder | $97 | $163-40.8% | $10,007-99.0% | $188-48.5% |