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| Provider | Service type | Compensation |
|---|---|---|
BOULAY PLLP2 years Service code 26 · EIN 41-0887288 | Advisory (Participants) | $8,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,323 | $83,023+105.2% | $102,437+66.3% | $77,762+119.0% |
| Participation rate | 99.3% | 71.5%+27.8pp | 74.5%+24.8pp | 70.6%+28.7pp |
| Annual return | 11.90% | 19.12%-7.2pp | 24.95%-13.1pp | 31.27%-19.4pp |
| Employer contribution / active EE | $13,905 | $3,552+291.4% | $3,871+259.2% | $2,728+409.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $18 | $639-97.1% | $8,388-99.8% | $433-95.8% |