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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,942 |
HAYS FINANCIAL GROUP4 years Service code 27 · EIN 41-1931920 | Advisory (Plan) | $70,000 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,758 | $129,095-45.2% | $184,200-61.6% | $77,671-8.9% |
| Participation rate | 69.8% | 87.3%-17.5pp | 86.8%-17.0pp | 70.6%-0.8pp |
| Annual return | 14.59% | 33.29%-18.7pp | 28.80%-14.2pp | 31.21%-16.6pp |
| Employer contribution / active EE | $2,561 | $4,410-41.9% | $6,424-60.1% | $2,726-6.1% |
| Participant deferral / active EE | $5,363 | $7,300-26.5% | $9,132-41.3% | $4,648+15.4% |
| Admin fee / account holder | $157 | $256-38.5% | $13,907-98.9% | $430-63.5% |