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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $44 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,741 | $55,790+39.3% | $76,817+1.2% | $67,579+15.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 10.39% | 64.45%-54.1pp | 1166.11%-1155.7pp | 378.56%-368.2pp |
| Employer contribution / active EE | $3,336 | $1,810+84.3% | $2,302+44.9% | $2,148+55.3% |
| Participant deferral / active EE | $2,778 | $2,875-3.4% | $3,336-16.7% | $3,539-21.5% |
| Admin fee / account holder | $1 | $159-99.2% | $6,420-100.0% | $142-99.2% |