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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $12,974 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,039 | $105,200-61.9% | $159,474-74.9% | $85,847-53.4% |
| Participation rate | 94.2% | 75.8%+18.5pp | 82.8%+11.4pp | 69.3%+24.9pp |
| Annual return | 14.04% | 45.08%-31.0pp | 263.68%-249.6pp | 318.61%-304.6pp |
| Employer contribution / active EE | $2,979 | $3,319-10.2% | $4,831-38.3% | $2,565+16.1% |
| Participant deferral / active EE | $8,073 | $5,946+35.8% | $7,353+9.8% | $3,952+104.3% |
| Admin fee / account holder | $98 | $6,934-98.6% | $10,802-99.1% | $6,261-98.4% |