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| Provider | Service type | Compensation |
|---|---|---|
BOULAY PLLP3 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 | $186,932 | $92,224+102.7% | $105,223+77.7% | $79,634+134.7% |
| Participation rate | 99.0% | 69.2%+29.9pp | 75.0%+24.0pp | 62.5%+36.6pp |
| Annual return | 16.61% | 88.65%-72.0pp | 180.65%-164.0pp | 36.46%-19.9pp |
| Employer contribution / active EE | $15,077 | $3,965+280.3% | $3,689+308.7% | $2,529+496.1% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $18 | $1,121-98.4% | $8,859-99.8% | $1,002-98.2% |