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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,877 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,171 | $74,089-30.9% | $133,980-61.8% | $55,167-7.2% |
| Participation rate | 74.0% | 84.3%-10.3pp | 87.1%-13.0pp | 69.0%+5.0pp |
| Annual return | 4.91% | 12.11%-7.2pp | 29.30%-24.4pp | 169.23%-164.3pp |
| Employer contribution / active EE | $1,396 | $3,064-54.4% | $5,211-73.2% | $1,963-28.8% |
| Participant deferral / active EE | $3,524 | $4,678-24.7% | $6,282-43.9% | $3,054+15.4% |
| Admin fee / account holder | $32 | $458-93.0% | $9,324-99.7% | $504-93.6% |