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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 36-3299518 | Other Fees | $7,750 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,738 |
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 | $65,146 | $60,545+7.6% | $92,240-29.4% | $69,631-6.4% |
| Participation rate | 79.7% | 72.2%+7.6pp | 76.5%+3.2pp | 70.7%+9.0pp |
| Annual return | 14.63% | 19.71%-5.1pp | 176.29%-161.7pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,357 | $2,828+54.1% | $3,897+11.8% | $3,224+35.1% |
| Admin fee / account holder | $14 | $145-90.6% | $5,194-99.7% | $110-87.7% |