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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 ONE EAST WASHINGTON STREET · PHOENIX, AZ 850042554 | Legal | $7,092 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,013 | $65,395-80.1% | $182,558-92.9% | $72,976-82.2% |
| Participation rate | 98.0% | 65.4%+32.5pp | 78.0%+20.0pp | 69.5%+28.5pp |
| Annual return | 42.73% | 27.68%+15.0pp | 148.59%-105.9pp | 81.02%-38.3pp |
| Employer contribution / active EE | $130 | $1,911-93.2% | $4,076-96.8% | $2,440-94.7% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $55 | $4,245-98.7% | $8,594-99.4% | $5,124-98.9% |