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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,538 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,377 | $105,210-40.7% | $159,487-60.9% | $85,851-27.3% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 15.01% | 45.08%-30.1pp | 263.71%-248.7pp | 318.63%-303.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,997 | $5,946+51.3% | $7,354+22.3% | $3,952+127.6% |
| Admin fee / account holder | $24 | $6,934-99.7% | $10,804-99.8% | $6,261-99.6% |