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| Provider | Service type | Compensation |
|---|---|---|
Service code 66 · EIN 35-0145825 | Insurance mortality and expense charg... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,562 | $45,050+214.2% | $63,018+124.6% | $70,126+101.9% |
| Participation rate | 83.8% | 69.5%+14.3pp | 74.8%+9.0pp | 69.5%+14.2pp |
| Annual return | 16.59% | 18.76%-2.2pp | 87.62%-71.0pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,629 | $2,052-20.6% | $2,761-41.0% | $2,343-30.5% |
| Participant deferral / active EE | $4,852 | $2,466+96.8% | $3,330+45.7% | $3,332+45.6% |
| Admin fee / account holder | $7 | $2,834-99.7% | $3,601-99.8% | $4,645-99.8% |