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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,412 |
BAILEY, MOORE, GLAZE4 years Service code 10 · EIN 06-0674931 | Accounting | $10,445 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,201 | $83,045+62.8% | $130,045+4.0% | $71,511+89.1% |
| Participation rate | 74.0% | 74.1%-0.1pp | 78.5%-4.5pp | 67.9%+6.1pp |
| Annual return | 17.12% | 20.61%-3.5pp | -137.30%+154.4pp | 28.86%-11.7pp |
| Employer contribution / active EE | $2,439 | $2,623-7.0% | $4,321-43.6% | $2,589-5.8% |
| Participant deferral / active EE | $5,333 | $4,436+20.2% | $5,820-8.4% | $4,291+24.3% |
| Admin fee / account holder | $215 | $1,727-87.6% | $10,600-98.0% | $1,588-86.5% |