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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 41-0417830 | Investment Management | $9,282 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,737 | $99,994-49.3% | $146,643-65.4% | $85,847-40.9% |
| Participation rate | 98.6% | 73.1%+25.5pp | 80.1%+18.5pp | 69.3%+29.2pp |
| Annual return | 13.24% | 18.93%-5.7pp | 22.75%-9.5pp | 318.61%-305.4pp |
| Employer contribution / active EE | $2,637 | $2,559+3.0% | $4,137-36.3% | $2,565+2.8% |
| Participant deferral / active EE | $8,170 | $4,006+103.9% | $5,506+48.4% | $3,952+106.7% |
| Admin fee / account holder | $77 | $7,703-99.0% | $10,280-99.3% | $6,261-98.8% |