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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-0494856 | Advisory (Plan) | $32,294 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $90 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $793,067-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 13.5%-13.5pp |
| Annual return | 9.82% | 11.42%-1.6pp | 10.21%-0.4pp | 9.29%+0.5pp |
| Employer contribution / active EE | $8,011 | $13,408-40.2% | $40,687-80.3% | $15,168-47.2% |
| Participant deferral / active EE | $0 | $0 | $0 | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $0 | $2,037-100.0% |