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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-5061538 | Advisory (Plan) | $26,022 |
Service code 37 · EIN 04-2647786 | Loan Processing | $563 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,116 | $101,591-55.6% | $147,096-69.3% | $74,429-39.4% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.4pp |
| Annual return | 52.39% | 8746.45%-8694.1pp | 419.75%-367.4pp | 1368.38%-1316.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $10,891 | $7,302+49.1% | $8,071+34.9% | $4,348+150.5% |
| Admin fee / account holder | $107 | $1,750-93.9% | $13,005-99.2% | $1,944-94.5% |