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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,011 | $63,861-15.4% | $104,639-48.4% | $79,856-32.4% |
| Participation rate | 92.9% | 64.9%+27.9pp | 74.1%+18.8pp | 69.6%+23.2pp |
| Annual return | 11.55% | 21.30%-9.8pp | 340.67%-329.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $4,286 | $1,588+169.8% | $2,682+59.8% | $2,471+73.4% |
| Participant deferral / active EE | $3,018 | $2,693+12.1% | $3,738-19.3% | $3,741-19.3% |
| Admin fee / account holder | $92 | $4,185-97.8% | $6,465-98.6% | $5,306-98.3% |