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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $44,693 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,541 |
RUBINBROWN LLP9 years Service code 10 · EIN 43-0765316 | Accounting | $12,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,768 | $88,203+27.9% | $165,100-31.7% | $74,478+51.4% |
| Participation rate | 99.5% | 73.1%+26.4pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 12.53% | 17.13%-4.6pp | 70.21%-57.7pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $2,912 | $2,601+12.0% | $4,348-33.0% | $2,626+10.9% |
| Participant deferral / active EE | $7,614 | $4,505+69.0% | $6,035+26.2% | $4,350+75.0% |
| Admin fee / account holder | $290 | $2,235-87.0% | $12,696-97.7% | $1,946-85.1% |