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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,571 |
Service code 53 · EIN 14-1764768 | Insurance Commissions | $6,975 |
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 | $15,793 | $46,360-65.9% | $147,617-89.3% | $52,331-69.8% |
| Participation rate | 71.3% | 64.9%+6.3pp | 84.6%-13.3pp | 68.1%+3.2pp |
| Annual return | 1.09% | 1.62%-0.5pp | 61.98%-60.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $577 | $2,126-72.8% | $5,564-89.6% | $1,882-69.3% |
| Participant deferral / active EE | $990 | $2,258-56.2% | $4,895-79.8% | $3,022-67.3% |
| Admin fee / account holder | $78 | $766-89.9% | $11,612-99.3% | $592-86.9% |