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| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 04-3626312 | Custodial (other than securities); In... | $47,448 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,789 | $70,667+58.2% | $123,105-9.2% | $52,331+113.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 1.69% | 6.23%-4.5pp | 13.22%-11.5pp | 4.54%-2.8pp |
| Employer contribution / active EE | $4,677 | $2,946+58.8% | $5,151-9.2% | $1,882+148.5% |
| Participant deferral / active EE | $3,392 | $4,493-24.5% | $6,229-45.5% | $3,022+12.2% |
| Admin fee / account holder | $296 | $506-41.5% | $9,014-96.7% | $592-49.9% |