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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,916 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,207 |
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 | $112,793 | $79,523+41.8% | $140,019-19.4% | $56,287+100.4% |
| Participation rate | 83.2% | 85.7%-2.5pp | 87.5%-4.3pp | 69.9%+13.3pp |
| Annual return | -3.43% | 2.39%-5.8pp | 651.15%-654.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $4,867 | $3,350+45.3% | $5,605-13.2% | $2,111+130.5% |
| Participant deferral / active EE | $8,932 | $5,129+74.2% | $6,927+29.0% | $3,350+166.6% |
| Admin fee / account holder | $37 | $614-93.9% | $10,705-99.7% | $521-92.9% |