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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $43,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,905 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,880 | $71,534+48.0% | $98,462+7.5% | $71,529+48.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 19.64% | 32.44%-12.8pp | 21.17%-1.5pp | 28.97%-9.3pp |
| Employer contribution / active EE | $5,718 | $2,399+138.3% | $3,049+87.5% | $2,590+120.8% |
| Participant deferral / active EE | $8,778 | $4,109+113.7% | $4,738+85.3% | $4,291+104.6% |
| Admin fee / account holder | $295 | $1,677-82.4% | $8,875-96.7% | $1,588-81.4% |