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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $23,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,642 | $82,163-45.7% | $125,381-64.4% | $64,819-31.1% |
| Participation rate | 92.3% | 77.9%+14.4pp | 82.4%+9.9pp | 71.5%+20.8pp |
| Annual return | -11.47% | 3.49%-15.0pp | 572.31%-583.8pp | 32.84%-44.3pp |
| Employer contribution / active EE | $4,451 | $3,616+23.1% | $4,815-7.6% | $2,507+77.6% |
| Participant deferral / active EE | $5,533 | $7,175-22.9% | $7,448-25.7% | $4,311+28.3% |
| Admin fee / account holder | $34 | $163-78.9% | $10,007-99.7% | $188-81.7% |