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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $6,077 |
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 | $39,229 | $80,753-51.4% | $136,298-71.2% | $62,293-37.0% |
| Participation rate | 83.0% | 73.5%+9.4pp | 81.9%+1.0pp | 69.5%+13.4pp |
| Annual return | 18.33% | 35.83%-17.5pp | 5156.27%-5137.9pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,258 | $2,884-21.7% | $4,696-51.9% | $2,042+10.6% |
| Participant deferral / active EE | $5,421 | $5,164+5.0% | $6,247-13.2% | $3,169+71.1% |
| Admin fee / account holder | $46 | $525-91.2% | $9,244-99.5% | $479-90.3% |