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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $36,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,325 | $106,247-23.5% | $147,096-44.7% | $77,714+4.6% |
| Participation rate | 93.8% | 78.4%+15.4pp | 82.2%+11.6pp | 70.6%+23.2pp |
| Annual return | 31.41% | 56.87%-25.5pp | 419.75%-388.3pp | 31.26%+0.2pp |
| Employer contribution / active EE | $6,803 | $4,069+67.2% | $4,936+37.8% | $2,727+149.5% |
| Participant deferral / active EE | $15,922 | $7,996+99.1% | $8,071+97.3% | $4,649+242.5% |
| Admin fee / account holder | $241 | $338-28.8% | $13,005-98.1% | $433-44.4% |