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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,505 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,340 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,086 | $91,760-12.7% | $156,181-48.7% | $67,986+17.8% |
| Participation rate | 97.4% | 65.0%+32.4pp | 78.8%+18.6pp | 57.2%+40.2pp |
| Annual return | 23.74% | 18.14%+5.6pp | 64.87%-41.1pp | 31.67%-7.9pp |
| Employer contribution / active EE | $3,385 | $2,419+39.9% | $4,294-21.2% | $2,019+67.7% |
| Participant deferral / active EE | $9,330 | $3,960+135.6% | $6,132+52.2% | $3,358+177.8% |
| Admin fee / account holder | $298 | $3,949-92.5% | $14,586-98.0% | $3,203-90.7% |