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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,841 |
BAILEY, MOORE, GLAZE2 years Service code 10 · EIN 06-0674931 | Accounting | $11,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,042 | $93,182+80.3% | $146,685+14.6% | $79,393+111.7% |
| Participation rate | 71.4% | 76.4%-5.0pp | 80.1%-8.6pp | 70.7%+0.7pp |
| Annual return | 12.70% | 21.61%-8.9pp | 22.75%-10.0pp | 116.87%-104.2pp |
| Employer contribution / active EE | $2,436 | $2,420+0.7% | $4,137-41.1% | $2,428+0.3% |
| Participant deferral / active EE | $5,405 | $4,169+29.6% | $5,507-1.9% | $4,046+33.6% |
| Admin fee / account holder | $198 | $585-66.1% | $10,281-98.1% | $627-68.3% |