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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 | $106,230+6.0% | $147,080-23.5% | $77,736+44.8% |
| Participation rate | 90.0% | 78.4%+11.6pp | 82.2%+7.8pp | 70.6%+19.4pp |
| Annual return | 19.89% | 56.91%-37.0pp | 420.17%-400.3pp | 31.26%-11.4pp |
| Employer contribution / active EE | $4,048 | $4,072-0.6% | $4,933-17.9% | $2,728+48.4% |
| Participant deferral / active EE | $17,711 | $8,001+121.4% | $8,066+119.6% | $4,651+280.8% |
| Admin fee / account holder | $242 | $338-28.5% | $12,989-98.1% | $433-44.1% |