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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 | $44,980+15.5% | $85,063-38.9% | $77,692-33.2% |
| Participation rate | 96.1% | 48.6%+47.4pp | 67.5%+28.6pp | 70.6%+25.5pp |
| Annual return | 13.32% | 79.13%-65.8pp | 66.54%-53.2pp | 31.25%-17.9pp |
| Employer contribution / active EE | $1,286 | $1,607-20.0% | $2,727-52.8% | $2,726-52.8% |
| Participant deferral / active EE | $5,950 | $2,804+112.2% | $4,523+31.6% | $4,648+28.0% |
| Admin fee / account holder | $197 | $911-78.3% | $6,155-96.8% | $431-54.1% |