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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,984 | $79,151+35.2% | $60,906+75.7% | $64,819+65.1% |
| Participation rate | 78.8% | 77.7%+1.1pp | 73.1%+5.7pp | 71.5%+7.3pp |
| Annual return | -12.96% | -7.12%-5.8pp | 16.94%-29.9pp | 32.84%-45.8pp |
| Employer contribution / active EE | $4,386 | $3,052+43.7% | $2,703+62.3% | $2,507+75.0% |
| Participant deferral / active EE | $5,066 | $3,727+35.9% | $3,814+32.8% | $4,311+17.5% |
| Admin fee / account holder | $75 | $106-28.9% | $3,227-97.7% | $188-60.0% |