Filed May 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $62,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,941 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,453 | $82,879-4.1% | $96,576-17.7% | $67,986+16.9% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.4%+13.0pp | 57.2%+37.2pp |
| Annual return | 21.75% | 36.90%-15.2pp | 38.47%-16.7pp | 31.67%-9.9pp |
| Employer contribution / active EE | $7,794 | $2,727+185.8% | $3,553+119.3% | $2,019+286.1% |
| Participant deferral / active EE | $18,446 | $6,976+164.4% | $7,956+131.8% | $3,358+449.3% |
| Admin fee / account holder | $285 | $2,783-89.7% | $11,381-97.5% | $3,203-91.1% |