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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,817 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,444 |
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 | $97,547 | $72,269+35.0% | $101,271-3.7% | $79,852+22.2% |
| Participation rate | 91.8% | 68.5%+23.3pp | 75.8%+15.9pp | 69.6%+22.1pp |
| Annual return | 13.78% | 22.29%-8.5pp | 46.48%-32.7pp | 31.72%-17.9pp |
| Employer contribution / active EE | $2,623 | $2,692-2.6% | $3,660-28.3% | $2,471+6.1% |
| Participant deferral / active EE | $4,798 | $3,282+46.2% | $4,371+9.8% | $3,740+28.3% |
| Admin fee / account holder | $239 | $4,401-94.6% | $5,948-96.0% | $5,306-95.5% |