Filed July 7, 2021
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,380 | $58,888-28.0% | $178,499-76.3% | $73,493-42.3% |
| Participation rate | 90.7% | 66.2%+24.4pp | 81.9%+8.7pp | 70.7%+20.0pp |
| Annual return | 15.50% | 24.86%-9.4pp | 151.10%-135.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,039 | $2,236-8.8% | $5,011-59.3% | $2,270-10.2% |
| Participant deferral / active EE | $4,147 | $2,568+61.5% | $5,202-20.3% | $3,740+10.9% |
| Admin fee / account holder | $93 | $400-76.7% | $13,986-99.3% | $513-81.8% |