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| Provider | Service type | Compensation |
|---|---|---|
BLAZEK & VETTERLING1 year Service code 10 · EIN 76-0269860 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,580 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,002 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,600 | $83,427+108.1% | $115,756+50.0% | $68,490+153.5% |
| Participation rate | 93.8% | 71.9%+21.8pp | 77.1%+16.7pp | 67.9%+25.9pp |
| Annual return | -11.95% | -10.95%-1.0pp | 143.14%-155.1pp | -7.85%-4.1pp |
| Employer contribution / active EE | $8,102 | $3,075+163.5% | $3,793+113.6% | $2,597+212.0% |
| Participant deferral / active EE | $10,487 | $5,355+95.8% | $6,254+67.7% | $4,028+160.4% |
| Admin fee / account holder | $246 | $5,708-95.7% | $8,124-97.0% | $5,403-95.4% |