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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $3,915 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,287 | $89,355-35.9% | $141,162-59.4% | $72,985-21.5% |
| Participation rate | 84.3% | 75.1%+9.2pp | 82.5%+1.8pp | 69.5%+14.8pp |
| Annual return | 16.25% | 111.85%-95.6pp | 71.39%-55.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,651 | $5,418+4.3% | $6,709-15.8% | $3,607+56.7% |
| Admin fee / account holder | $51 | $5,958-99.1% | $10,261-99.5% | $5,124-99.0% |