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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 | $89,808-2.8% | $100,383-13.0% | $77,671+12.4% |
| Participation rate | 93.3% | 81.2%+12.1pp | 81.5%+11.8pp | 70.6%+22.8pp |
| Annual return | 32.77% | 20.62%+12.2pp | 49.26%-16.5pp | 31.21%+1.6pp |
| Employer contribution / active EE | $6,781 | $3,039+123.1% | $3,944+71.9% | $2,726+148.7% |
| Participant deferral / active EE | $16,223 | $8,284+95.8% | $8,086+100.6% | $4,648+249.0% |
| Admin fee / account holder | $78 | $174-55.2% | $7,900-99.0% | $430-81.8% |