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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $31,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$955 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,618 | $55,453+157.2% | $170,439-16.3% | $62,293+128.9% |
| Participation rate | 99.1% | 66.4%+32.8pp | 83.6%+15.5pp | 69.5%+29.6pp |
| Annual return | 16.27% | 21.38%-5.1pp | 205.94%-189.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $4,486 | $2,164+107.3% | $5,433-17.4% | $2,042+119.7% |
| Participant deferral / active EE | $3,682 | $2,303+59.9% | $4,939-25.5% | $3,169+16.2% |
| Admin fee / account holder | $235 | $455-48.4% | $13,881-98.3% | $479-51.0% |