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| Provider | Service type | Compensation |
|---|---|---|
SAXONY SECURITIES INC1 year Service code 49 · EIN 43-1932300 | Other Services | $9,179 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,939 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $17,514 | $46,732-62.5% | $156,551-88.8% | $55,167-68.3% |
| Participation rate | 74.0% | 65.8%+8.2pp | 84.0%-10.0pp | 69.0%+5.0pp |
| Annual return | 9.19% | 17.72%-8.5pp | 32.23%-23.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,199 | $2,105-43.0% | $5,501-78.2% | $1,963-38.9% |
| Participant deferral / active EE | $2,362 | $2,204+7.2% | $4,871-51.5% | $3,054-22.7% |
| Admin fee / account holder | $51 | $418-87.8% | $13,028-99.6% | $504-89.8% |