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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $52,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,448 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,388 | $100,801-51.0% | $149,715-67.0% | $73,412-32.7% |
| Participation rate | 90.5% | 77.7%+12.8pp | 82.5%+8.0pp | 72.2%+18.3pp |
| Annual return | 22.54% | 265.34%-242.8pp | 276.66%-254.1pp | 59.30%-36.8pp |
| Employer contribution / active EE | $881 | $3,312-73.4% | $4,645-81.0% | $2,234-60.6% |
| Participant deferral / active EE | $7,097 | $6,404+10.8% | $6,842+3.7% | $3,806+86.5% |
| Admin fee / account holder | $87 | $181-52.1% | $9,310-99.1% | $158-45.1% |