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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 93-0987232 | Other Services | $3,713 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,917 | $77,677+78.8% | $109,173+27.2% | $79,391+75.0% |
| Participation rate | 99.3% | 67.8%+31.4pp | 75.9%+23.4pp | 70.7%+28.5pp |
| Annual return | 13.79% | 23.44%-9.7pp | 25.75%-12.0pp | 116.88%-103.1pp |
| Employer contribution / active EE | $2,388 | $2,798-14.7% | $3,723-35.9% | $2,428-1.6% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-99.9% | $6,755-100.0% | $627-99.9% |