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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $62,809 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,208 |
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 | $84,235 | $65,376+28.8% | $87,104-3.3% | $65,185+29.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 27.85% | 31.27%-3.4pp | 28.19%-0.3pp | 29.38%-1.5pp |
| Employer contribution / active EE | $4,613 | $1,822+153.1% | $2,521+82.9% | $2,177+111.9% |
| Participant deferral / active EE | $4,114 | $3,388+21.4% | $4,048+1.6% | $3,514+17.1% |
| Admin fee / account holder | $135 | $520-74.0% | $7,491-98.2% | $847-84.0% |