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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 41-0417830 | Investment Management | $5,930 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,356 | $91,559-41.7% | $133,978-60.2% | $79,856-33.2% |
| Participation rate | 95.1% | 73.3%+21.7pp | 79.8%+15.2pp | 69.6%+25.4pp |
| Annual return | 16.21% | 61.85%-45.6pp | 45.10%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,483 | $2,384+46.1% | $3,919-11.1% | $2,471+41.0% |
| Participant deferral / active EE | $10,820 | $3,734+189.8% | $5,047+114.4% | $3,741+189.3% |
| Admin fee / account holder | $55 | $6,321-99.1% | $8,930-99.4% | $5,306-99.0% |