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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Investment ... | $2,341 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,483 | $55,437+9.1% | $155,534-61.1% | $74,459-18.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.60% | 269.58%-256.0pp | 64.92%-51.3pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $3,548 | $2,266+56.6% | $4,675-24.1% | $2,626+35.1% |
| Participant deferral / active EE | $4,907 | $2,837+73.0% | $5,630-12.8% | $4,350+12.8% |
| Admin fee / account holder | $12 | $1,742-99.3% | $15,900-99.9% | $1,945-99.4% |