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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $951 |
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 | $86,864 | $61,473+41.3% | $81,930+6.0% | $73,409+18.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 9.67% | 28.26%-18.6pp | 29.49%-19.8pp | 59.29%-49.6pp |
| Employer contribution / active EE | $3,243 | $1,898+70.9% | $4,310-24.8% | $2,234+45.2% |
| Participant deferral / active EE | $2,869 | $3,080-6.9% | $7,107-59.6% | $3,805-24.6% |
| Admin fee / account holder | $4 | $125-96.7% | $5,158-99.9% | $158-97.4% |