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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,612 | $58,099+40.5% | $76,902+6.1% | $75,177+8.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.30% | 26.71%-13.4pp | 37.91%-24.6pp | 160.75%-147.5pp |
| Employer contribution / active EE | $4,739 | $1,996+137.5% | $2,534+87.0% | $2,671+77.4% |
| Participant deferral / active EE | $4,529 | $2,999+51.0% | $3,833+18.1% | $4,126+9.8% |
| Admin fee / account holder | $52 | $4,778-98.9% | $5,479-99.1% | $5,651-99.1% |