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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,622 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $38,942 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $9,123 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,762 | $79,634-6.1% | $64,489+15.9% | $79,634-6.1% |
| Participation rate | 79.7% | 62.5%+17.2pp | 67.7%+12.0pp | 62.5%+17.2pp |
| Annual return | 23.00% | 36.46%-13.5pp | 55.03%-32.0pp | 36.46%-13.5pp |
| Employer contribution / active EE | $384 | $2,529-84.8% | $1,523-74.8% | $2,529-84.8% |
| Participant deferral / active EE | $11,127 | $3,835+190.2% | $2,778+300.5% | $3,835+190.2% |
| Admin fee / account holder | $261 | $1,002-74.0% | $4,260-93.9% | $1,002-74.0% |