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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,841 |
Filed as: ARTHUR J. GALLAGHER & CO Service code 16 · EIN 36-4291971 | Consulting | $18,250 |
HOGANTAYLOR LLP7 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $14,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,949 | $72,303+41.0% | $86,698+17.6% | $64,819+57.3% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.8pp | 71.5%+27.9pp |
| Annual return | -14.86% | 392.77%-407.6pp | 35.95%-50.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $5,980 | $2,393+149.9% | $2,837+110.8% | $2,507+138.5% |
| Participant deferral / active EE | $9,300 | $4,660+99.6% | $4,656+99.7% | $4,311+115.7% |
| Admin fee / account holder | $99 | $174-43.2% | $7,493-98.7% | $188-47.4% |