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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $25,319 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,772 | $99,994-16.2% | $146,647-42.9% | $85,851-2.4% |
| Participation rate | 97.0% | 73.1%+23.9pp | 80.1%+16.9pp | 69.3%+27.6pp |
| Annual return | 14.49% | 18.93%-4.4pp | 22.75%-8.3pp | 318.63%-304.1pp |
| Employer contribution / active EE | $2,554 | $2,559-0.2% | $4,137-38.3% | $2,565-0.4% |
| Participant deferral / active EE | $6,091 | $4,006+52.0% | $5,506+10.6% | $3,952+54.1% |
| Admin fee / account holder | $24 | $7,703-99.7% | $10,281-99.8% | $6,261-99.6% |