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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 48-1205033 | Pension Consulting | $13,188 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,062 | $60,261-28.5% | $81,783-47.3% | $74,546-42.2% |
| Participation rate | 94.1% | 62.9%+31.3pp | 72.4%+21.8pp | 67.2%+26.9pp |
| Annual return | 13.10% | 16.88%-3.8pp | 775.05%-762.0pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $627 | $2,622-76.1% | $2,913-78.5% | $2,624-76.1% |
| Participant deferral / active EE | $3,575 | $3,388+5.5% | $4,320-17.3% | $4,347-17.8% |
| Admin fee / account holder | $67 | $1,482-95.5% | $7,380-99.1% | $1,944-96.6% |