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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT METRICS INC2 years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $108,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $85,932 |
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 | $146,765 | $62,928+133.2% | $172,752-15.0% | $67,579+117.2% |
| Participation rate | 77.4% | 64.5%+12.9pp | 82.6%-5.3pp | 71.3%+6.1pp |
| Annual return | 19.69% | 30.36%-10.7pp | 802.97%-783.3pp | 378.56%-358.9pp |
| Employer contribution / active EE | $5,984 | $1,636+265.8% | $5,144+16.3% | $2,148+178.6% |
| Participant deferral / active EE | $4,787 | $2,145+123.2% | $5,198-7.9% | $3,539+35.2% |
| Admin fee / account holder | $228 | $167+37.1% | $13,955-98.4% | $142+60.5% |