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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 | $88,087+28.0% | $164,866-31.6% | $74,546+51.3% |
| Participation rate | 99.5% | 73.1%+26.5pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 12.53% | 17.27%-4.7pp | 69.97%-57.4pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $2,912 | $2,595+12.2% | $4,343-32.9% | $2,624+11.0% |
| Participant deferral / active EE | $7,614 | $4,499+69.2% | $6,033+26.2% | $4,347+75.1% |
| Admin fee / account holder | $290 | $2,232-87.0% | $12,689-97.7% | $1,944-85.1% |