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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 41-1360831 | Accounting | $13,600 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $975 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,788 | $62,928+239.7% | $172,752+23.8% | $67,579+216.4% |
| Participation rate | 92.9% | 64.5%+28.4pp | 82.6%+10.2pp | 71.3%+21.6pp |
| Annual return | 22.31% | 30.36%-8.0pp | 802.97%-780.7pp | 378.56%-356.2pp |
| Employer contribution / active EE | $8,187 | $1,636+400.4% | $5,144+59.2% | $2,148+281.2% |
| Participant deferral / active EE | $5,726 | $2,145+167.0% | $5,198+10.2% | $3,539+61.8% |
| Admin fee / account holder | $42 | $167-74.9% | $13,955-99.7% | $142-70.6% |