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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 | $82,979+105.3% | $102,383+66.4% | $77,714+119.2% |
| Participation rate | 99.3% | 71.5%+27.8pp | 74.5%+24.8pp | 70.6%+28.8pp |
| Annual return | 11.90% | 19.11%-7.2pp | 24.94%-13.0pp | 31.26%-19.4pp |
| Employer contribution / active EE | $13,905 | $3,554+291.3% | $3,870+259.3% | $2,727+409.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $18 | $639-97.1% | $8,391-99.8% | $433-95.8% |