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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 62-1554452 | Investment Management | $5,187 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 20.21% | 7.22%+13.0pp | 6.70%+13.5pp | 8.21%+12.0pp |
| Employer contribution / active EE | $30,833 | $12,542+145.8% | $25,217+22.3% | $13,841+122.8% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |