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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $18,302 |
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 | $51,326 | $83,485-38.5% | $125,195-59.0% | $72,976-29.7% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.5%+24.4pp |
| Annual return | 26.81% | 25.77%+1.0pp | 43.79%-17.0pp | 81.02%-54.2pp |
| Employer contribution / active EE | $2,035 | $2,346-13.2% | $3,866-47.4% | $2,440-16.6% |
| Participant deferral / active EE | $4,793 | $3,586+33.6% | $4,937-2.9% | $3,608+32.8% |
| Admin fee / account holder | $68 | $5,518-98.8% | $9,704-99.3% | $5,124-98.7% |