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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$104,194 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $477,261 | $130,294+266.3% | $170,028+180.7% | $71,495+567.5% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 17.50% | 20.36%-2.9pp | 53.39%-35.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $7,306 | $4,385+66.6% | $6,788+7.6% | $2,589+182.1% |
| Participant deferral / active EE | $20,698 | $6,928+198.8% | $10,409+98.9% | $4,291+382.4% |
| Admin fee / account holder | $232 | $966-76.0% | $12,820-98.2% | $1,588-85.4% |