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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 | $60,393-28.7% | $81,820-47.4% | $74,429-42.1% |
| Participation rate | 94.1% | 62.9%+31.2pp | 72.4%+21.7pp | 67.2%+26.9pp |
| Annual return | 13.10% | 16.89%-3.8pp | 777.93%-764.8pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $627 | $2,626-76.1% | $2,915-78.5% | $2,625-76.1% |
| Participant deferral / active EE | $3,575 | $3,397+5.2% | $4,323-17.3% | $4,348-17.8% |
| Admin fee / account holder | $67 | $1,491-95.5% | $7,391-99.1% | $1,944-96.6% |