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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE3 years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $54,931 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,227 |
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 | $33,076 | $69,159-52.2% | $125,192-73.6% | $67,579-51.1% |
| Participation rate | 97.1% | 78.2%+18.9pp | 79.8%+17.3pp | 71.3%+25.8pp |
| Annual return | 26.01% | 27.12%-1.1pp | 43.79%-17.8pp | 378.56%-352.5pp |
| Employer contribution / active EE | $2,820 | $2,023+39.4% | $3,866-27.1% | $2,148+31.3% |
| Participant deferral / active EE | $5,190 | $3,700+40.3% | $4,937+5.1% | $3,539+46.6% |
| Admin fee / account holder | $211 | $142+48.8% | $9,704-97.8% | $142+48.3% |