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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,757 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,917 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,291 | $90,064-3.1% | $100,415-13.1% | $77,762+12.3% |
| Participation rate | 93.3% | 81.3%+12.1pp | 81.5%+11.8pp | 70.6%+22.8pp |
| Annual return | 32.77% | 20.61%+12.2pp | 49.47%-16.7pp | 31.27%+1.5pp |
| Employer contribution / active EE | $6,781 | $3,043+122.8% | $3,943+72.0% | $2,728+148.6% |
| Participant deferral / active EE | $16,223 | $8,282+95.9% | $8,091+100.5% | $4,651+248.8% |
| Admin fee / account holder | $78 | $172-54.6% | $7,906-99.0% | $433-81.9% |