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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $97,450 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,592 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,915 | $79,184+42.6% | $102,438+10.2% | $74,546+51.5% |
| Participation rate | 93.5% | 74.8%+18.7pp | 76.5%+17.0pp | 67.2%+26.3pp |
| Annual return | 13.51% | 54.95%-41.4pp | 29.37%-15.9pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $5,768 | $2,362+144.2% | $3,024+90.8% | $2,624+119.8% |
| Participant deferral / active EE | $5,569 | $4,414+26.1% | $5,054+10.2% | $4,347+28.1% |
| Admin fee / account holder | $122 | $2,001-93.9% | $9,448-98.7% | $1,944-93.7% |