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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 | $49,236+212.9% | $70,455+118.7% | $79,860+92.9% |
| Participation rate | 84.6% | 69.2%+15.4pp | 75.1%+9.6pp | 69.6%+15.0pp |
| Annual return | 12.79% | 30.07%-17.3pp | 109.06%-96.3pp | 31.72%-18.9pp |
| Employer contribution / active EE | $3,113 | $2,100+48.3% | $2,737+13.7% | $2,471+26.0% |
| Participant deferral / active EE | $5,298 | $2,769+91.3% | $3,709+42.8% | $3,740+41.6% |
| Admin fee / account holder | $204 | $2,877-92.9% | $3,845-94.7% | $5,306-96.2% |