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| Provider | Service type | Compensation |
|---|---|---|
STYRE RETIREMENT3 years Service code 27 · EIN 27-0773694 | Advisory (Plan) | $42,425 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,197 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,413 | $101,672-63.2% | $147,117-74.6% | $74,478-49.8% |
| Participation rate | 88.0% | 75.5%+12.5pp | 82.2%+5.8pp | 67.2%+20.8pp |
| Annual return | 20.08% | 8757.83%-8737.7pp | 420.54%-400.5pp | 1370.56%-1350.5pp |
| Employer contribution / active EE | $4,762 | $3,813+24.9% | $4,932-3.5% | $2,626+81.3% |
| Participant deferral / active EE | $7,302 | $7,3050% | $8,065-9.5% | $4,350+67.9% |
| Admin fee / account holder | $226 | $1,753-87.1% | $12,993-98.3% | $1,946-88.4% |