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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 | $106,164-17.2% | $147,041-40.2% | $77,692+13.2% |
| Participation rate | 70.1% | 78.4%-8.3pp | 82.2%-12.1pp | 70.6%-0.5pp |
| Annual return | 16.39% | 56.81%-40.4pp | 419.21%-402.8pp | 31.25%-14.9pp |
| Employer contribution / active EE | $1,268 | $4,066-68.8% | $4,935-74.3% | $2,726-53.5% |
| Participant deferral / active EE | $10,911 | $7,993+36.5% | $8,071+35.2% | $4,648+134.7% |
| Admin fee / account holder | $224 | $338-33.8% | $13,006-98.3% | $431-48.0% |