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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 | $78,562+23.1% | $105,608-8.5% | $74,429+29.9% |
| Participation rate | 98.7% | 72.8%+25.9pp | 75.3%+23.4pp | 67.2%+31.5pp |
| Annual return | 14.60% | 15.94%-1.3pp | 116.50%-101.9pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $8,039 | $2,521+218.9% | $3,167+153.8% | $2,625+206.3% |
| Participant deferral / active EE | $23,849 | $4,321+451.9% | $5,010+376.1% | $4,348+448.5% |
| Admin fee / account holder | $202 | $2,217-90.9% | $11,028-98.2% | $1,944-89.6% |