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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $29,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,684 |
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 | $92,823 | $69,305+33.9% | $82,313+12.8% | $69,631+33.3% |
| Participation rate | 76.8% | 80.3%-3.4pp | 76.9%-0.1pp | 70.7%+6.1pp |
| Annual return | 19.59% | 21.47%-1.9pp | 25.88%-6.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $3,081 | $1,887+63.3% | $2,428+26.9% | $2,032+51.6% |
| Participant deferral / active EE | $6,717 | $3,568+88.2% | $3,706+81.2% | $3,224+108.4% |
| Admin fee / account holder | $92 | $97-4.8% | $5,608-98.4% | $110-16.3% |