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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,469 |
OAKSTREET WEALTH MANAGEMENT4 years Service code 27 · EIN 82-1589061 | Advisory (Plan) | $39,000 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 · EIN 43-1947695 | Accounting | $18,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,376 | $102,197-37.0% | $142,516-54.8% | $74,460-13.5% |
| Participation rate | 99.1% | 79.8%+19.2pp | 76.8%+22.3pp | 70.7%+28.3pp |
| Annual return | 20.15% | 19.73%+0.4pp | 19.99%+0.2pp | 34.38%-14.2pp |
| Employer contribution / active EE | $4,622 | $5,052-8.5% | $4,849-4.7% | $2,638+75.2% |
| Participant deferral / active EE | $7,689 | $6,304+22.0% | $6,280+22.4% | $4,530+69.7% |
| Admin fee / account holder | $167 | $186-10.3% | $10,008-98.3% | $348-52.1% |