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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $5,000 |
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 | $70,741 | $74,552-5.1% | $63,018+12.3% | $69,631+1.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 18.56% | 15.77%+2.8pp | 87.62%-69.1pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $4,406 | $2,929+50.4% | $2,761+59.6% | $2,032+116.8% |
| Participant deferral / active EE | $4,290 | $2,974+44.2% | $3,330+28.9% | $3,224+33.1% |
| Admin fee / account holder | $14 | $59-77.2% | $3,601-99.6% | $110-87.8% |