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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $196,084 |
Service code 27 · EIN 20-1131890 | Advisory (Plan) | $83,677 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $32,688 | $127,218-74.3% | $392,568-91.7% | $77,775-58.0% |
| Participation rate | 80.4% | 82.0%-1.6pp | 78.1%+2.3pp | 73.2%+7.2pp |
| Annual return | 21.42% | 25.27%-3.9pp | 24.42%-3.0pp | 32.58%-11.2pp |
| Employer contribution / active EE | $1,653 | $3,064-46.0% | $3,783-56.3% | $2,504-34.0% |
| Participant deferral / active EE | $2,850 | $4,820-40.9% | $5,985-52.4% | $3,966-28.1% |
| Admin fee / account holder | $106 | $89+19.1% | $6,260-98.3% | $100+5.9% |