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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 | $106,110-29.8% | $147,005-49.3% | $77,671-4.1% |
| Participation rate | 95.2% | 78.4%+16.8pp | 82.2%+13.1pp | 70.6%+24.6pp |
| Annual return | 29.93% | 56.77%-26.8pp | 418.76%-388.8pp | 31.21%-1.3pp |
| Employer contribution / active EE | $3,630 | $4,065-10.7% | $4,934-26.4% | $2,726+33.1% |
| Participant deferral / active EE | $8,741 | $7,992+9.4% | $8,070+8.3% | $4,648+88.1% |
| Admin fee / account holder | $160 | $338-52.6% | $13,006-98.8% | $430-62.8% |