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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 82-0494854 | Advisory (Participants) | $47,893 |
RANDALL & HURLEY, INC.6+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $37,438 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,893 | $94,621-65.2% | $138,135-76.2% | $73,412-55.2% |
| Participation rate | 92.4% | 83.4%+8.9pp | 78.7%+13.7pp | 72.2%+20.2pp |
| Annual return | 18.57% | 16.57%+2.0pp | 20.51%-1.9pp | 59.30%-40.7pp |
| Employer contribution / active EE | $2,744 | $4,410-37.8% | $5,587-50.9% | $2,234+22.9% |
| Participant deferral / active EE | $4,052 | $6,199-34.6% | $6,431-37.0% | $3,806+6.5% |
| Admin fee / account holder | $202 | $140+44.3% | $11,856-98.3% | $158+28.2% |