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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,656 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,658 | $104,336-11.2% | $159,474-41.9% | $86,821+6.7% |
| Participation rate | 88.9% | 77.7%+11.2pp | 82.8%+6.1pp | 72.3%+16.6pp |
| Annual return | 16.80% | 26.32%-9.5pp | 263.68%-246.9pp | 97.94%-81.1pp |
| Employer contribution / active EE | $2,785 | $3,451-19.3% | $4,831-42.3% | $2,406+15.8% |
| Participant deferral / active EE | $9,853 | $6,837+44.1% | $7,353+34.0% | $4,132+138.5% |
| Admin fee / account holder | $88 | $172-49.1% | $10,802-99.2% | $170-48.3% |