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| Provider | Service type | Compensation |
|---|---|---|
PRECEPT ADVISORY GROUP1 year Service code 16 · EIN 56-1623293 | Consulting | $35,258 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,761 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,779 | $73,638+58.6% | $95,960+21.7% | $73,493+58.9% |
| Participation rate | 86.2% | 76.2%+10.1pp | 77.1%+9.2pp | 70.7%+15.6pp |
| Annual return | 20.45% | 16.78%+3.7pp | 91.63%-71.2pp | 28.51%-8.1pp |
| Employer contribution / active EE | $2,484 | $1,863+33.3% | $2,541-2.3% | $2,270+9.4% |
| Participant deferral / active EE | $13,722 | $3,617+279.4% | $4,167+229.3% | $3,740+266.9% |
| Admin fee / account holder | $102 | $482-78.9% | $6,797-98.5% | $513-80.2% |