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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $56,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,076 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,185 | $106,110-4.6% | $147,005-31.2% | $77,671+30.3% |
| Participation rate | 96.0% | 78.4%+17.6pp | 82.2%+13.9pp | 70.6%+25.4pp |
| Annual return | 16.27% | 56.77%-40.5pp | 418.76%-402.5pp | 31.21%-14.9pp |
| Employer contribution / active EE | $9,470 | $4,065+133.0% | $4,934+91.9% | $2,726+247.3% |
| Participant deferral / active EE | $20,729 | $7,992+159.4% | $8,070+156.9% | $4,648+346.0% |
| Admin fee / account holder | $225 | $338-33.4% | $13,006-98.3% | $430-47.8% |