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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $48,581 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,248 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,307 | $79,184+12.8% | $102,438-12.8% | $74,546+19.8% |
| Participation rate | 81.8% | 74.8%+7.0pp | 76.5%+5.3pp | 67.2%+14.6pp |
| Annual return | 28.85% | 54.95%-26.1pp | 29.37%-0.5pp | 1366.03%-1337.2pp |
| Employer contribution / active EE | $2,345 | $2,362-0.7% | $3,024-22.4% | $2,624-10.6% |
| Participant deferral / active EE | $14,617 | $4,414+231.1% | $5,054+189.2% | $4,347+236.2% |
| Admin fee / account holder | $229 | $2,001-88.6% | $9,448-97.6% | $1,944-88.2% |