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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,090 | $59,231+136.5% | $90,223+55.3% | $52,331+167.7% |
| Participation rate | 99.1% | 75.0%+24.1pp | 79.0%+20.1pp | 68.1%+31.0pp |
| Annual return | -2.24% | 3.53%-5.8pp | 1.31%-3.6pp | 4.54%-6.8pp |
| Employer contribution / active EE | $5,350 | $3,391+57.8% | $4,378+22.2% | $1,882+184.3% |
| Participant deferral / active EE | $5,045 | $4,659+8.3% | $5,792-12.9% | $3,022+66.9% |
| Admin fee / account holder | $29 | $515-94.3% | $7,406-99.6% | $592-95.0% |