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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $17,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,758 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,344 | $82,674-11.3% | $125,381-41.5% | $68,486+7.1% |
| Participation rate | 78.9% | 75.1%+3.9pp | 82.4%-3.4pp | 67.9%+11.1pp |
| Annual return | -17.18% | -5.97%-11.2pp | 572.31%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $5,318 | $3,382+57.2% | $4,815+10.4% | $2,597+104.8% |
| Participant deferral / active EE | $14,446 | $6,111+136.4% | $7,448+94.0% | $4,028+258.7% |
| Admin fee / account holder | $268 | $6,277-95.7% | $10,007-97.3% | $5,404-95.0% |