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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $35,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,331 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,110 | $102,385-35.4% | $147,080-55.1% | $80,935-18.3% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 20.18% | 135.09%-114.9pp | 420.17%-400.0pp | 35.66%-15.5pp |
| Employer contribution / active EE | $6,639 | $3,717+78.6% | $4,933+34.6% | $2,757+140.8% |
| Participant deferral / active EE | $12,968 | $6,651+95.0% | $8,066+60.8% | $4,299+201.6% |
| Admin fee / account holder | $287 | $7,951-96.4% | $12,989-97.8% | $6,924-95.9% |