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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $33,474 |
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 | $138,521 | $31,109+345.3% | $67,704+104.6% | $52,331+164.7% |
| Participation rate | 97.6% | 54.0%+43.6pp | 67.5%+30.1pp | 68.1%+29.5pp |
| Annual return | -1.21% | 23.70%-24.9pp | 25.41%-26.6pp | 4.54%-5.8pp |
| Employer contribution / active EE | $6,903 | $1,076+541.7% | $2,559+169.7% | $1,882+266.8% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $139 | $466-70.2% | $4,255-96.7% | $592-76.5% |