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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $50,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,096 | $95,417-37.0% | $135,974-55.8% | $74,460-19.3% |
| Participation rate | 49.6% | 78.2%-28.7pp | 81.9%-32.4pp | 70.7%-21.2pp |
| Annual return | 23.20% | 32.76%-9.6pp | 68.30%-45.1pp | 34.38%-11.2pp |
| Employer contribution / active EE | $1,637 | $3,878-57.8% | $4,859-66.3% | $2,638-37.9% |
| Participant deferral / active EE | $8,166 | $7,789+4.8% | $7,760+5.2% | $4,530+80.3% |
| Admin fee / account holder | $199 | $266-25.1% | $10,767-98.1% | $348-42.7% |