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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 | $60,504-28.8% | $81,882-47.4% | $74,478-42.2% |
| Participation rate | 94.1% | 62.9%+31.2pp | 72.4%+21.7pp | 67.2%+26.9pp |
| Annual return | 13.10% | 16.91%-3.8pp | 779.47%-766.4pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $627 | $2,627-76.1% | $2,916-78.5% | $2,626-76.1% |
| Participant deferral / active EE | $3,575 | $3,400+5.2% | $4,323-17.3% | $4,350-17.8% |
| Admin fee / account holder | $67 | $1,492-95.5% | $7,360-99.1% | $1,946-96.6% |