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| Provider | Service type | Compensation |
|---|---|---|
WELLSPRING FINANCIAL PARTNERS6+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $96,786 |
Service code 37 · EIN 04-2647786 | Loan Processing | $78,381 |
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 | $160,869 | $52,293+207.6% | $178,499-9.9% | $73,412+119.1% |
| Participation rate | 76.2% | 65.3%+10.8pp | 81.9%-5.8pp | 72.2%+4.0pp |
| Annual return | 13.23% | 34.75%-21.5pp | 151.10%-137.9pp | 59.30%-46.1pp |
| Employer contribution / active EE | $6,135 | $1,735+253.5% | $5,011+22.4% | $2,234+174.7% |
| Participant deferral / active EE | $4,881 | $2,332+109.3% | $5,202-6.2% | $3,806+28.3% |
| Admin fee / account holder | $201 | $127+57.6% | $13,986-98.6% | $158+27.1% |