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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 47-0376524 | Investment Management | $30,171 |
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 | $92,319 | $70,083+31.7% | $59,887+54.2% | $55,725+65.7% |
| Participation rate | 99.7% | 78.4%+21.3pp | 74.7%+25.0pp | 70.9%+28.8pp |
| Annual return | -3.78% | 3.13%-6.9pp | 3.46%-7.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,502 | $2,878+21.6% | $2,722+28.6% | $2,078+68.5% |
| Participant deferral / active EE | $3,583 | $3,079+16.4% | $3,402+5.3% | $3,356+6.8% |
| Admin fee / account holder | $40 | $70-43.2% | $3,591-98.9% | $115-65.4% |