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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,670 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,000 | $48,313+113.2% | $73,309+40.5% | $52,331+96.8% |
| Participation rate | 99.4% | 68.6%+30.9pp | 74.9%+24.5pp | 68.1%+31.3pp |
| Annual return | 0.13% | 3.85%-3.7pp | 5.67%-5.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $6,746 | $1,661+306.1% | $3,237+108.4% | $1,882+258.5% |
| Participant deferral / active EE | $8,876 | $4,189+111.9% | $4,991+77.8% | $3,022+193.7% |
| Admin fee / account holder | $18 | $404-95.5% | $5,635-99.7% | $592-96.9% |