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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $39,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,555 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,611 | $72,639+26.1% | $90,766+0.9% | $66,949+36.8% |
| Participation rate | 99.4% | 73.7%+25.7pp | 75.7%+23.7pp | 69.8%+29.6pp |
| Annual return | -16.41% | -12.28%-4.1pp | -12.16%-4.3pp | 1.57%-18.0pp |
| Employer contribution / active EE | $6,205 | $2,369+161.9% | $2,922+112.4% | $2,545+143.8% |
| Participant deferral / active EE | $8,190 | $3,979+105.9% | $4,565+79.4% | $4,239+93.2% |
| Admin fee / account holder | $291 | $708-58.9% | $8,446-96.6% | $594-51.0% |