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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,446 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,930 | $106,230-17.2% | $147,080-40.2% | $77,736+13.1% |
| Participation rate | 70.1% | 78.4%-8.3pp | 82.2%-12.1pp | 70.6%-0.5pp |
| Annual return | 16.39% | 56.91%-40.5pp | 420.17%-403.8pp | 31.26%-14.9pp |
| Employer contribution / active EE | $1,268 | $4,072-68.9% | $4,933-74.3% | $2,728-53.5% |
| Participant deferral / active EE | $10,911 | $8,001+36.4% | $8,066+35.3% | $4,651+134.6% |
| Admin fee / account holder | $224 | $338-33.9% | $12,989-98.3% | $433-48.4% |