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| Provider | Service type | Compensation |
|---|---|---|
NEOSHO ADVISORS LLC1+ years Service code 27 · EIN 26-4141994 | Advisory (Plan) | $14,930 |
US BANK1+ years Service code 33 · EIN 31-0841368 | Securities brokerage | $7,502 |
WINGER & COMPANY1+ years Service code 10 · EIN 43-1350017 | Accounting | $5,998 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,912 | $37,134+112.5% | $100,671-21.6% | $52,331+50.8% |
| Participation rate | 100.0% | 57.7%+42.3pp | 70.7%+29.3pp | 68.1%+31.9pp |
| Annual return | -0.52% | 0.10%-0.6pp | 20.43%-20.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $4,426 | $1,187+272.8% | $4,012+10.3% | $1,882+135.2% |
| Participant deferral / active EE | $0 | $2,163-100.0% | $3,144-100.0% | $3,022-100.0% |
| Admin fee / account holder | $137 | $467-70.8% | $4,850-97.2% | $592-76.9% |