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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 48-1205033 | Pension Consulting | $11,489 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,897 | $58,292-38.4% | $86,640-58.6% | $71,511-49.8% |
| Participation rate | 97.0% | 65.0%+32.0pp | 71.7%+25.3pp | 67.9%+29.1pp |
| Annual return | 19.61% | 21.63%-2.0pp | 592.52%-572.9pp | 28.86%-9.2pp |
| Employer contribution / active EE | $643 | $2,574-75.0% | $3,024-78.7% | $2,589-75.2% |
| Participant deferral / active EE | $3,311 | $3,438-3.7% | $4,438-25.4% | $4,291-22.8% |
| Admin fee / account holder | $57 | $1,057-94.6% | $5,616-99.0% | $1,588-96.4% |