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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT METRICS INC1 year Service code 27 · EIN 45-2984270 | Advisory (Plan) | $107,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $86,348 |
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 | $123,192 | $37,196+231.2% | $154,111-20.1% | $55,725+121.1% |
| Participation rate | 76.7% | 64.1%+12.7pp | 83.0%-6.3pp | 70.9%+5.9pp |
| Annual return | -5.63% | 1319.68%-1325.3pp | 735.18%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $5,563 | $1,614+244.6% | $5,298+5.0% | $2,078+167.7% |
| Participant deferral / active EE | $4,367 | $2,068+111.1% | $5,081-14.1% | $3,356+30.1% |
| Admin fee / account holder | $228 | $102+124.2% | $13,411-98.3% | $115+97.7% |