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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $5,663 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,102 | $75,183-57.3% | $123,894-74.1% | $55,167-41.8% |
| Participation rate | 90.4% | 72.8%+17.5pp | 81.4%+8.9pp | 69.0%+21.4pp |
| Annual return | 13.10% | 19.01%-5.9pp | 47.52%-34.4pp | 169.23%-156.1pp |
| Employer contribution / active EE | $2,255 | $2,823-20.1% | $4,617-51.2% | $1,963+14.9% |
| Participant deferral / active EE | $5,445 | $5,084+7.1% | $5,984-9.0% | $3,054+78.3% |
| Admin fee / account holder | $50 | $663-92.4% | $8,357-99.4% | $504-90.1% |