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| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES3+ years Filed as: HAYS FINANCIAL GROUP Service code 27 · EIN 41-1931920 | Advisory (Plan) | $37,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,859 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,729 | $101,591-50.1% | $147,096-65.5% | $74,429-31.8% |
| Participation rate | 78.9% | 75.5%+3.4pp | 82.2%-3.3pp | 67.2%+11.7pp |
| Annual return | 16.64% | 8746.45%-8729.8pp | 419.75%-403.1pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $3,186 | $3,813-16.4% | $4,936-35.4% | $2,625+21.4% |
| Participant deferral / active EE | $6,637 | $7,302-9.1% | $8,071-17.8% | $4,348+52.6% |
| Admin fee / account holder | $290 | $1,750-83.4% | $13,005-97.8% | $1,944-85.1% |