| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $598,801 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $47,882 |
Service code 10 · EIN 74-1695589 | Accounting | $13,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,101 | $71,757+188.6% | $75,906+172.8% | $82,204+151.9% |
| Participation rate | 99.9% | 69.0%+31.0pp | 69.3%+30.6pp | 73.4%+26.5pp |
| Annual return | 23.65% | 22.77%+0.9pp | 30.73%-7.1pp | 26.31%-2.7pp |
| Employer contribution / active EE | $11,537 | $2,325+396.1% | $2,501+361.2% | $2,707+326.2% |
| Participant deferral / active EE | $9,425 | $3,327+183.3% | $3,604+161.5% | $4,246+122.0% |
| Admin fee / account holder | $75 | $87-13.5% | $5,421-98.6% | $76-0.7% |