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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $40,903 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,204 | $55,470+125.7% | $155,556-19.5% | $74,478+68.1% |
| Participation rate | 98.5% | 61.9%+36.6pp | 78.2%+20.3pp | 67.2%+31.3pp |
| Annual return | 16.07% | 269.80%-253.7pp | 64.84%-48.8pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $7,127 | $2,267+214.4% | $4,675+52.4% | $2,626+171.4% |
| Participant deferral / active EE | $5,585 | $2,838+96.8% | $5,631-0.8% | $4,350+28.4% |
| Admin fee / account holder | $145 | $1,744-91.7% | $15,885-99.1% | $1,946-92.5% |