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 | $30,752 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,703 | $79,169-24.6% | $100,415-40.5% | $74,478-19.8% |
| Participation rate | 93.4% | 79.4%+14.0pp | 81.5%+11.9pp | 67.2%+26.2pp |
| Annual return | 17.66% | 20.51%-2.9pp | 49.47%-31.8pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $7,491 | $3,017+148.3% | $3,943+90.0% | $2,626+185.3% |
| Participant deferral / active EE | $18,350 | $7,751+136.7% | $8,091+126.8% | $4,350+321.8% |
| Admin fee / account holder | $278 | $1,337-79.2% | $7,906-96.5% | $1,946-85.7% |