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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 | $55,446+125.8% | $155,574-19.5% | $74,429+68.2% |
| Participation rate | 98.5% | 61.9%+36.6pp | 78.2%+20.3pp | 67.2%+31.3pp |
| Annual return | 16.07% | 269.20%-253.1pp | 64.87%-48.8pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $7,127 | $2,266+214.5% | $4,676+52.4% | $2,625+171.5% |
| Participant deferral / active EE | $5,585 | $2,836+97.0% | $5,629-0.8% | $4,348+28.5% |
| Admin fee / account holder | $145 | $1,743-91.7% | $15,914-99.1% | $1,944-92.5% |