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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLEFZER2+ years Service code 99 · EIN 05-0512742 | Other Fees | $0 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 99 · EIN 59-3331424 | Other Fees | $0 |
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 | $40,687 | $42,546-4.4% | $71,796-43.3% | $55,167-26.2% |
| Participation rate | 83.2% | 59.1%+24.1pp | 69.1%+14.1pp | 69.0%+14.2pp |
| Annual return | 6.34% | 12.36%-6.0pp | 78.04%-71.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $200 | $803-75.1% | $1,924-89.6% | $1,963-89.8% |
| Participant deferral / active EE | $2,437 | $2,064+18.1% | $2,794-12.8% | $3,054-20.2% |
| Admin fee / account holder | $26 | $650-96.0% | $4,815-99.5% | $504-94.8% |