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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $44,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,389 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,935 | $45,109+15.1% | $85,240-39.1% | $77,762-33.2% |
| Participation rate | 96.1% | 48.7%+47.4pp | 67.5%+28.5pp | 70.6%+25.5pp |
| Annual return | 13.32% | 79.55%-66.2pp | 66.75%-53.4pp | 31.27%-18.0pp |
| Employer contribution / active EE | $1,286 | $1,602-19.7% | $2,735-53.0% | $2,728-52.8% |
| Participant deferral / active EE | $5,950 | $2,814+111.5% | $4,527+31.4% | $4,651+27.9% |
| Admin fee / account holder | $197 | $915-78.4% | $6,165-96.8% | $433-54.4% |