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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,179 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $18,000 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & HART Service code 29 · EIN 84-0382505 | Legal | $11,853 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,111 | $84,493-66.7% | $125,381-77.6% | $66,938-58.0% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.9pp | 69.8%+29.4pp |
| Annual return | -9.11% | -8.49%-0.6pp | 572.31%-581.4pp | 1.58%-10.7pp |
| Employer contribution / active EE | $3,985 | $3,554+12.1% | $4,815-17.3% | $2,545+56.6% |
| Participant deferral / active EE | $7,112 | $6,783+4.8% | $7,448-4.5% | $4,238+67.8% |
| Admin fee / account holder | $128 | $685-81.3% | $10,007-98.7% | $594-78.4% |