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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,510 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,668 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,639 | $183,540-51.7% | $92,909-4.6% | - |
| Participation rate | 84.8% | 69.1%+15.7pp | 76.0%+8.8pp | - |
| Annual return | 20.53% | 7.80%+12.7pp | 109.44%-88.9pp | - |
| Employer contribution / active EE | $2,480 | $2,217+11.9% | $3,653-32.1% | - |
| Participant deferral / active EE | $3,973 | $3,031+31.1% | $4,238-6.2% | - |
| Admin fee / account holder | $205 | $9,074-97.7% | $5,795-96.5% | - |