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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,008 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,200 | $76,112-43.2% | $96,534-55.2% | $71,511-39.6% |
| Participation rate | 97.3% | 74.4%+22.9pp | 76.0%+21.3pp | 67.9%+29.4pp |
| Annual return | 16.54% | 22.81%-6.3pp | 25.88%-9.3pp | 28.86%-12.3pp |
| Employer contribution / active EE | $4,569 | $2,248+103.2% | $2,965+54.1% | $2,589+76.5% |
| Participant deferral / active EE | $5,940 | $4,217+40.9% | $4,851+22.4% | $4,291+38.4% |
| Admin fee / account holder | $67 | $2,708-97.5% | $8,253-99.2% | $1,588-95.8% |