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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $245 |
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 | $98,900 | $50,385+96.3% | $75,501+31.0% | $62,293+58.8% |
| Participation rate | 97.1% | 67.7%+29.4pp | 72.4%+24.7pp | 69.5%+27.5pp |
| Annual return | 17.31% | 19.90%-2.6pp | 27.35%-10.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,153 | $1,537+105.1% | $2,352+34.1% | $2,042+54.4% |
| Participant deferral / active EE | $2,834 | $2,445+15.9% | $3,142-9.8% | $3,169-10.6% |
| Admin fee / account holder | $6 | $384-98.4% | $5,801-99.9% | $479-98.7% |