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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 | $101,499-63.1% | $147,005-74.5% | $74,546-49.8% |
| Participation rate | 88.0% | 75.5%+12.5pp | 82.2%+5.9pp | 67.2%+20.8pp |
| Annual return | 20.08% | 8732.34%-8712.3pp | 418.76%-398.7pp | 1366.03%-1345.9pp |
| Employer contribution / active EE | $4,762 | $3,811+25.0% | $4,934-3.5% | $2,624+81.5% |
| Participant deferral / active EE | $7,302 | $7,3040% | $8,070-9.5% | $4,347+68.0% |
| Admin fee / account holder | $226 | $1,748-87.1% | $13,006-98.3% | $1,944-88.4% |