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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $18,990 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $100,378 | $65,118+54.1% | $76,767+30.8% | $55,725+80.1% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.0%+18.8pp | 70.9%+24.9pp |
| Annual return | 11.06% | -1.27%+12.3pp | 2.43%+8.6pp | 244.93%-233.9pp |
| Employer contribution / active EE | $3,023 | $1,941+55.7% | $2,485+21.6% | $2,078+45.5% |
| Participant deferral / active EE | $4,112 | $3,688+11.5% | $3,852+6.8% | $3,356+22.5% |
| Admin fee / account holder | $32 | $116-72.2% | $6,675-99.5% | $115-72.0% |