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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,049 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,733 | $100,801-23.9% | $149,745-48.8% | $73,412+4.5% |
| Participation rate | 94.0% | 77.7%+16.4pp | 82.5%+11.6pp | 72.2%+21.9pp |
| Annual return | 18.28% | 265.34%-247.1pp | 276.72%-258.4pp | 59.30%-41.0pp |
| Employer contribution / active EE | $3,029 | $3,312-8.5% | $4,646-34.8% | $2,234+35.6% |
| Participant deferral / active EE | $10,033 | $6,404+56.7% | $6,843+46.6% | $3,806+163.6% |
| Admin fee / account holder | $66 | $181-63.5% | $9,312-99.3% | $158-58.3% |