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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,985 |
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 | $159,318 | $61,616+158.6% | $105,754+50.7% | $55,167+188.8% |
| Participation rate | 98.2% | 72.9%+25.3pp | 78.9%+19.3pp | 69.0%+29.2pp |
| Annual return | 8.62% | 11.15%-2.5pp | 12.25%-3.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $6,845 | $3,043+125.0% | $4,079+67.8% | $1,963+248.8% |
| Participant deferral / active EE | $6,111 | $4,213+45.0% | $5,326+14.7% | $3,054+100.1% |
| Admin fee / account holder | $29 | $379-92.3% | $8,309-99.6% | $504-94.2% |