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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $4,050 |
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 | $70,789 | $98,766-28.3% | $149,730-52.7% | $79,852-11.3% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.5%-1.2pp | 69.6%+11.6pp |
| Annual return | 14.44% | 27.43%-13.0pp | 276.70%-262.3pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,507 | $5,681-3.1% | $6,843-19.5% | $3,740+47.2% |
| Admin fee / account holder | $58 | $6,052-99.0% | $9,310-99.4% | $5,306-98.9% |