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| Provider | Service type | Compensation |
|---|---|---|
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,022 |
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 | $82,116 | $64,359+27.6% | $90,161-8.9% | $70,126+17.1% |
| Participation rate | 87.0% | 70.4%+16.5pp | 76.9%+10.1pp | 69.5%+17.4pp |
| Annual return | 20.04% | 28.13%-8.1pp | 34.89%-14.8pp | 73.15%-53.1pp |
| Employer contribution / active EE | $5,046 | $2,046+146.7% | $3,318+52.1% | $2,343+115.4% |
| Participant deferral / active EE | $9,869 | $4,389+124.9% | $5,287+86.7% | $3,332+196.2% |
| Admin fee / account holder | $19 | $3,945-99.5% | $5,943-99.7% | $4,645-99.6% |