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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $53,389 |
IRONSHORE FINANCIAL, LLC5 years Service code 16 · EIN 82-5023101 | Consulting | $18,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,066 | $95,417-39.1% | $135,974-57.3% | $74,460-22.0% |
| Participation rate | 97.3% | 78.2%+19.1pp | 81.9%+15.4pp | 70.7%+26.6pp |
| Annual return | 22.97% | 32.76%-9.8pp | 68.30%-45.3pp | 34.38%-11.4pp |
| Employer contribution / active EE | $3,920 | $3,878+1.1% | $4,859-19.3% | $2,638+48.6% |
| Participant deferral / active EE | $9,252 | $7,789+18.8% | $7,760+19.2% | $4,530+104.2% |
| Admin fee / account holder | $130 | $266-51.0% | $10,767-98.8% | $348-62.5% |