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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRIES FINANCIAL LLC Service code 27 · EIN 34-1891243 | Advisory (Plan) | $17,570 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,141 | $47,163+245.9% | $149,696+9.0% | $74,460+119.1% |
| Participation rate | 64.5% | 63.4%+1.0pp | 78.8%-14.3pp | 70.7%-6.3pp |
| Annual return | 16.78% | 22.75%-6.0pp | 134.46%-117.7pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,446 | $1,907+28.3% | $4,821-49.3% | $2,638-7.3% |
| Participant deferral / active EE | $5,200 | $2,730+90.5% | $5,682-8.5% | $4,530+14.8% |
| Admin fee / account holder | $70 | $343-79.6% | $13,212-99.5% | $348-79.9% |