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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 | $79,209+12.7% | $102,434-12.8% | $74,459+19.9% |
| Participation rate | 81.8% | 74.8%+7.0pp | 76.5%+5.3pp | 67.2%+14.6pp |
| Annual return | 28.85% | 54.98%-26.1pp | 29.46%-0.6pp | 1369.70%-1340.9pp |
| Employer contribution / active EE | $2,345 | $2,362-0.7% | $3,023-22.4% | $2,626-10.7% |
| Participant deferral / active EE | $14,617 | $4,417+230.9% | $5,055+189.2% | $4,350+236.0% |
| Admin fee / account holder | $229 | $2,002-88.6% | $9,462-97.6% | $1,945-88.2% |