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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $87,372 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,214 |
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 | $83,936 | $82,163+2.2% | $125,381-33.1% | $64,819+29.5% |
| Participation rate | 91.4% | 77.9%+13.5pp | 82.4%+9.0pp | 71.5%+19.9pp |
| Annual return | -17.72% | 3.49%-21.2pp | 572.31%-590.0pp | 32.84%-50.6pp |
| Employer contribution / active EE | $4,041 | $3,616+11.7% | $4,815-16.1% | $2,507+61.2% |
| Participant deferral / active EE | $16,316 | $7,175+127.4% | $7,448+119.1% | $4,311+278.5% |
| Admin fee / account holder | $129 | $163-20.7% | $10,007-98.7% | $188-31.1% |