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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $4,781 |
BAKER NEWMAN NOYES1 year Service code 10 · EIN 01-0494526 | Accounting | $4,343 |
Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,616 | $99,957+125.7% | $149,730+50.7% | $73,493+207.0% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.5%+14.2pp | 70.7%+26.0pp |
| Annual return | 14.99% | 53.87%-38.9pp | 276.70%-261.7pp | 28.51%-13.5pp |
| Employer contribution / active EE | $7,952 | $3,191+149.2% | $4,645+71.2% | $2,270+250.3% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $30 | $551-94.6% | $9,310-99.7% | $513-94.2% |