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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 | $88,137+27.9% | $164,975-31.6% | $74,429+51.5% |
| Participation rate | 99.5% | 73.1%+26.4pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 12.53% | 17.13%-4.6pp | 70.12%-57.6pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $2,912 | $2,597+12.1% | $4,343-32.9% | $2,625+10.9% |
| Participant deferral / active EE | $7,614 | $4,501+69.2% | $6,033+26.2% | $4,348+75.1% |
| Admin fee / account holder | $290 | $2,231-87.0% | $12,688-97.7% | $1,944-85.1% |