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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $25,000 |
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 | $71,944 | $95,542-24.7% | $69,483+3.5% | $67,582+6.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 74.6%+16.3pp | 71.3%+19.6pp |
| Annual return | 21.95% | 17.67%+4.3pp | 28.99%-7.0pp | 378.57%-356.6pp |
| Employer contribution / active EE | $4,016 | $2,989+34.4% | $2,780+44.5% | $2,148+87.0% |
| Participant deferral / active EE | $3,994 | $3,263+22.4% | $3,537+12.9% | $3,539+12.9% |
| Admin fee / account holder | $33 | $90-62.9% | $3,841-99.1% | $142-76.6% |