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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,392 | $72,620-49.9% | $90,760-59.9% | $66,938-45.6% |
| Participation rate | 78.9% | 73.7%+5.2pp | 75.7%+3.2pp | 69.8%+9.1pp |
| Annual return | -19.15% | -12.28%-6.9pp | -12.16%-7.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,213 | $3,979-19.2% | $4,565-29.6% | $4,238-24.2% |
| Admin fee / account holder | $34 | $707-95.1% | $8,444-99.6% | $594-94.2% |