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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $71,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,459 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,671 | $78,483+23.2% | $106,201-9.0% | $74,546+29.7% |
| Participation rate | 98.7% | 72.8%+25.9pp | 75.3%+23.4pp | 67.2%+31.5pp |
| Annual return | 14.60% | 15.94%-1.3pp | 116.26%-101.7pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $8,039 | $2,522+218.8% | $3,170+153.6% | $2,624+206.3% |
| Participant deferral / active EE | $23,849 | $4,320+452.0% | $5,012+375.8% | $4,347+448.6% |
| Admin fee / account holder | $202 | $2,236-91.0% | $11,039-98.2% | $1,944-89.6% |