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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 | $64,728+15.5% | $112,860-33.8% | $64,728+15.5% |
| Participation rate | 79.7% | 57.9%+21.8pp | 66.3%+13.3pp | 57.9%+21.8pp |
| Annual return | 23.00% | 49.38%-26.4pp | 35.26%-12.3pp | 49.38%-26.4pp |
| Employer contribution / active EE | $384 | $2,243-82.9% | $2,206-82.6% | $2,243-82.9% |
| Participant deferral / active EE | $11,127 | $2,729+307.7% | $3,493+218.5% | $2,729+307.7% |
| Admin fee / account holder | $261 | $1,145-77.2% | $6,841-96.2% | $1,145-77.2% |