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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 82-0494854 | Advisory (Participants) | $41,182 |
RANDALL & HURLEY, INC.3+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $26,961 |
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 | $37,119 | $66,180-43.9% | $118,746-68.7% | $62,293-40.4% |
| Participation rate | 84.2% | 71.3%+12.9pp | 78.3%+5.9pp | 69.5%+14.7pp |
| Annual return | 16.11% | 60.89%-44.8pp | 24.54%-8.4pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,629 | $3,183-48.8% | $4,193-61.2% | $2,042-20.2% |
| Participant deferral / active EE | $3,846 | $4,247-9.4% | $5,332-27.9% | $3,169+21.4% |
| Admin fee / account holder | $234 | $753-69.0% | $10,720-97.8% | $479-51.2% |