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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,680 |
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 | $108,701 | $53,128+104.6% | $86,582+25.5% | $70,126+55.0% |
| Participation rate | 89.7% | 65.3%+24.4pp | 73.5%+16.2pp | 69.5%+20.2pp |
| Annual return | 14.35% | 27.66%-13.3pp | 965.08%-950.7pp | 73.15%-58.8pp |
| Employer contribution / active EE | $8,280 | $2,068+300.4% | $2,839+191.6% | $2,343+253.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $53 | $3,584-98.5% | $4,904-98.9% | $4,645-98.9% |