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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,720 |
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 | $66,822 | $60,165+11.1% | $74,184-9.9% | $55,167+21.1% |
| Participation rate | 96.5% | 74.2%+22.3pp | 76.6%+19.9pp | 69.0%+27.5pp |
| Annual return | 6.90% | 10.00%-3.1pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $892 | $1,600-44.2% | $2,370-62.4% | $1,963-54.6% |
| Participant deferral / active EE | $3,153 | $2,973+6.1% | $3,550-11.2% | $3,054+3.2% |
| Admin fee / account holder | $28 | $419-93.4% | $5,586-99.5% | $504-94.5% |