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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $10,000 |
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 | $154,078 | $49,255+212.8% | $70,494+118.6% | $79,856+92.9% |
| Participation rate | 84.6% | 69.2%+15.5pp | 75.1%+9.6pp | 69.6%+15.0pp |
| Annual return | 12.79% | 30.10%-17.3pp | 109.16%-96.4pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,113 | $2,100+48.2% | $2,738+13.7% | $2,471+26.0% |
| Participant deferral / active EE | $5,298 | $2,768+91.4% | $3,711+42.8% | $3,741+41.6% |
| Admin fee / account holder | $204 | $2,879-92.9% | $3,848-94.7% | $5,306-96.2% |