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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,539 | $82,674-31.6% | $125,381-54.9% | $68,486-17.4% |
| Participation rate | 91.2% | 75.1%+16.2pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | -12.53% | -5.97%-6.6pp | 572.31%-584.8pp | -7.85%-4.7pp |
| Employer contribution / active EE | $2,829 | $3,382-16.4% | $4,815-41.3% | $2,597+8.9% |
| Participant deferral / active EE | $8,711 | $6,111+42.5% | $7,448+17.0% | $4,028+116.3% |
| Admin fee / account holder | $20 | $6,277-99.7% | $10,007-99.8% | $5,404-99.6% |