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| Provider | Service type | Compensation |
|---|---|---|
BOULAY PLLP1 year Filed as: BOULAY FINANCIAL ADVISORS LLC Service code 20 · EIN 41-1994547 | Trustee (individual) | $8,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $506,709 | $80,731+527.7% | $103,374+390.2% | $74,546+579.7% |
| Participation rate | 99.1% | 65.7%+33.5pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 47.94% | 27.56%+20.4pp | 24.89%+23.1pp | 1366.03%-1318.1pp |
| Employer contribution / active EE | $7,173 | $3,158+127.2% | $3,869+85.4% | $2,624+173.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $65 | $2,369-97.2% | $8,394-99.2% | $1,944-96.6% |