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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 85-4148913 | Advisory (Plan) | $25,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,864 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,697 | $101,653-14.7% | $147,080-41.1% | $74,459+16.4% |
| Participation rate | 93.2% | 75.6%+17.6pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 15.12% | 8754.98%-8739.9pp | 420.17%-405.0pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $2,940 | $3,813-22.9% | $4,933-40.4% | $2,626+12.0% |
| Participant deferral / active EE | $7,169 | $7,304-1.9% | $8,066-11.1% | $4,350+64.8% |
| Admin fee / account holder | $295 | $1,752-83.2% | $12,989-97.7% | $1,945-84.8% |