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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-2984270 | Advisory (Plan) | $61,902 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,041 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,901 | $71,142-34.1% | $119,608-60.8% | $64,814-27.6% |
| Participation rate | 85.4% | 78.6%+6.8pp | 79.3%+6.1pp | 71.5%+13.9pp |
| Annual return | -16.58% | -10.01%-6.6pp | -14.98%-1.6pp | 32.84%-49.4pp |
| Employer contribution / active EE | $117 | $2,497-95.3% | $4,232-97.2% | $2,507-95.3% |
| Participant deferral / active EE | $6,773 | $4,490+50.9% | $5,601+20.9% | $4,310+57.1% |
| Admin fee / account holder | $297 | $162+83.0% | $10,326-97.1% | $188+57.9% |