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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,846 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,547 | $82,188-10.5% | $125,391-41.3% | $64,824+13.5% |
| Participation rate | 87.9% | 77.9%+10.0pp | 82.4%+5.5pp | 71.5%+16.5pp |
| Annual return | -16.87% | 3.50%-20.4pp | 572.41%-589.3pp | 32.84%-49.7pp |
| Employer contribution / active EE | $2,750 | $3,617-24.0% | $4,816-42.9% | $2,507+9.7% |
| Participant deferral / active EE | $9,899 | $7,177+37.9% | $7,448+32.9% | $4,311+129.6% |
| Admin fee / account holder | $50 | $163-69.6% | $10,009-99.5% | $188-73.6% |