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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $24,473 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $10,286 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,238 | $59,111+59.4% | $86,451+9.0% | $68,490+37.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.34% | -0.22%-17.1pp | 4398.51%-4415.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,857 | $2,519-26.3% | $3,770-50.7% | $2,597-28.5% |
| Participant deferral / active EE | $9,613 | $5,900+62.9% | $6,953+38.3% | $4,028+138.7% |
| Admin fee / account holder | $280 | $5,640-95.0% | $6,734-95.8% | $5,403-94.8% |