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| Provider | Service type | Compensation |
|---|---|---|
VALUE CONSULTING1 year Service code 34 · EIN 26-4714507 | Direct payment from the plan; Valuati... | $9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,763 | $104,497+44.3% | $159,487-5.5% | $79,389+89.9% |
| Participation rate | 98.2% | 76.6%+21.6pp | 82.8%+15.4pp | 70.7%+27.5pp |
| Annual return | 5.64% | 67.98%-62.3pp | 263.71%-258.1pp | 116.89%-111.3pp |
| Employer contribution / active EE | $16,834 | $3,418+392.6% | $4,831+248.4% | $2,428+593.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $50 | $711-92.9% | $10,804-99.5% | $626-92.0% |