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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-3271022 | Other Services | $8,348 |
MORNINGSTAR3 years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,522 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,034 | $105,210-8.7% | $159,487-39.8% | $85,851+11.9% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.8%-2.4pp | 69.3%+11.1pp |
| Annual return | 15.50% | 45.08%-29.6pp | 263.71%-248.2pp | 318.63%-303.1pp |
| Employer contribution / active EE | $1,687 | $3,319-49.2% | $4,831-65.1% | $2,565-34.2% |
| Participant deferral / active EE | $3,883 | $5,946-34.7% | $7,354-47.2% | $3,952-1.7% |
| Admin fee / account holder | $29 | $6,934-99.6% | $10,804-99.7% | $6,261-99.5% |