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| Provider | Service type | Compensation |
|---|---|---|
BOUNDARY STREET PARTNERS LP6 years Service code 27 · EIN 35-2547448 | Advisory (Plan) | $36,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,157 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,914 | $72,303+34.0% | $86,698+11.8% | $64,819+49.5% |
| Participation rate | 93.5% | 80.4%+13.1pp | 76.6%+16.9pp | 71.5%+22.0pp |
| Annual return | -18.64% | 392.77%-411.4pp | 35.95%-54.6pp | 32.84%-51.5pp |
| Employer contribution / active EE | $3,048 | $2,393+27.4% | $2,837+7.4% | $2,507+21.6% |
| Participant deferral / active EE | $5,830 | $4,660+25.1% | $4,656+25.2% | $4,311+35.2% |
| Admin fee / account holder | $104 | $174-40.4% | $7,493-98.6% | $188-44.8% |