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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $70,768 |
IRONSHORE FINANCIAL, LLC6 years Service code 27 · EIN 82-5023101 | Advisory (Plan) | $22,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,482 | $106,247-29.9% | $147,096-49.4% | $77,714-4.2% |
| Participation rate | 95.2% | 78.4%+16.8pp | 82.2%+13.0pp | 70.6%+24.6pp |
| Annual return | 29.93% | 56.87%-26.9pp | 419.75%-389.8pp | 31.26%-1.3pp |
| Employer contribution / active EE | $3,630 | $4,069-10.8% | $4,936-26.5% | $2,727+33.1% |
| Participant deferral / active EE | $8,741 | $7,996+9.3% | $8,071+8.3% | $4,649+88.0% |
| Admin fee / account holder | $160 | $338-52.7% | $13,005-98.8% | $433-63.1% |