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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $22,945 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,362 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,613 | $91,424-51.2% | $135,942-67.2% | $71,495-37.6% |
| Participation rate | 87.3% | 75.7%+11.7pp | 81.9%+5.4pp | 67.9%+19.4pp |
| Annual return | 14.92% | 29.90%-15.0pp | 68.28%-53.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,702 | $3,704-54.1% | $4,858-65.0% | $2,589-34.3% |
| Participant deferral / active EE | $4,120 | $7,092-41.9% | $7,759-46.9% | $4,291-4.0% |
| Admin fee / account holder | $190 | $1,266-85.0% | $10,764-98.2% | $1,588-88.0% |