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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $7,236 |
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 | $39,409 | $66,302-40.6% | $110,243-64.3% | $56,289-30.0% |
| Participation rate | 97.0% | 74.9%+22.1pp | 79.8%+17.2pp | 69.9%+27.2pp |
| Annual return | -5.43% | -1.18%-4.3pp | 314.76%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,998 | $2,047-2.4% | $3,827-47.8% | $2,111-5.3% |
| Participant deferral / active EE | $4,547 | $3,381+34.5% | $4,672-2.7% | $3,350+35.7% |
| Admin fee / account holder | $49 | $698-93.0% | $8,548-99.4% | $521-90.6% |