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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,364 | $55,453-32.6% | $170,435-78.1% | $62,293-40.0% |
| Participation rate | 92.8% | 66.4%+26.4pp | 83.6%+9.2pp | 69.5%+23.3pp |
| Annual return | 14.04% | 21.38%-7.3pp | 205.94%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,790 | $2,164+29.0% | $5,432-48.6% | $2,042+36.6% |
| Participant deferral / active EE | $87 | $2,303-96.2% | $4,939-98.2% | $3,169-97.3% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |