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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,997 |
Service code 16 · EIN 92-2678185 | Consulting | $48,000 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $22,595 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,430 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,703 | $53,204-32.9% | $155,556-77.0% | $200,096-82.2% |
| Participation rate | 90.1% | 64.1%+26.0pp | 78.2%+11.9pp | 72.0%+18.1pp |
| Annual return | 17.56% | 41.02%-23.5pp | 64.84%-47.3pp | 34.26%-16.7pp |
| Employer contribution / active EE | $1,572 | $1,850-15.0% | $4,675-66.4% | $3,038-48.2% |
| Participant deferral / active EE | $3,790 | $3,163+19.8% | $5,631-32.7% | $5,090-25.5% |
| Admin fee / account holder | $85 | $186-54.0% | $15,885-99.5% | $269-68.3% |