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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $57,263 |
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 | $42,349 | $52,967-20.0% | $172,753-75.5% | $65,186-35.0% |
| Participation rate | 90.3% | 66.2%+24.1pp | 82.6%+7.7pp | 70.2%+20.1pp |
| Annual return | 26.46% | 30.12%-3.7pp | 803.00%-776.5pp | 29.39%-2.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,211 | $2,471+70.4% | $5,198-19.0% | $3,514+19.8% |
| Admin fee / account holder | $263 | $472-44.4% | $13,956-98.1% | $847-69.0% |