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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 58-1414947 | Accounting | $14,500 |
Service code 27 · EIN 26-1204987 | Advisory (Plan) | $14,412 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,395 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,661 | $70,666-43.9% | $169,385-76.6% | $75,181-47.2% |
| Participation rate | 85.7% | 64.8%+20.9pp | 77.2%+8.6pp | 67.2%+18.5pp |
| Annual return | 15.85% | 36.37%-20.5pp | 405.82%-390.0pp | 160.69%-144.8pp |
| Employer contribution / active EE | $923 | $2,210-58.3% | $4,012-77.0% | $2,671-65.4% |
| Participant deferral / active EE | $3,959 | $4,308-8.1% | $6,221-36.4% | $4,126-4.0% |
| Admin fee / account holder | $261 | $5,402-95.2% | $9,011-97.1% | $5,650-95.4% |