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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $82,143 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,518 | $76,107+36.0% | $96,576+7.2% | $71,495+44.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 17.64% | 22.81%-5.2pp | 25.87%-8.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $5,508 | $2,247+145.1% | $2,965+85.8% | $2,589+112.7% |
| Participant deferral / active EE | $5,762 | $4,218+36.6% | $4,851+18.8% | $4,291+34.3% |
| Admin fee / account holder | $93 | $2,708-96.5% | $8,253-98.9% | $1,588-94.1% |