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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $74,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,206 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,568 | $106,247+5.9% | $147,096-23.5% | $77,714+44.8% |
| Participation rate | 90.0% | 78.4%+11.6pp | 82.2%+7.8pp | 70.6%+19.4pp |
| Annual return | 19.89% | 56.87%-37.0pp | 419.75%-399.9pp | 31.26%-11.4pp |
| Employer contribution / active EE | $4,048 | $4,069-0.5% | $4,936-18.0% | $2,727+48.5% |
| Participant deferral / active EE | $17,711 | $7,996+121.5% | $8,071+119.4% | $4,649+281.0% |
| Admin fee / account holder | $242 | $338-28.4% | $13,005-98.1% | $433-44.1% |