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| Provider | Service type | Compensation |
|---|---|---|
WELLSPRING FINANCIAL PARTNERS3+ years Service code 27 · EIN 52-2114207 | Advisory (Plan) | $95,879 |
Service code 37 · EIN 04-2647786 | Loan Processing | $86,385 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,640 | $46,173+193.8% | $170,435-20.4% | $69,631+94.8% |
| Participation rate | 74.5% | 63.9%+10.6pp | 83.6%-9.1pp | 70.7%+3.8pp |
| Annual return | 15.47% | 21.62%-6.1pp | 205.94%-190.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $4,913 | $1,610+205.2% | $5,432-9.6% | $2,032+141.8% |
| Participant deferral / active EE | $3,969 | $2,080+90.8% | $4,939-19.6% | $3,224+23.1% |
| Admin fee / account holder | $227 | $116+95.9% | $13,881-98.4% | $110+105.7% |