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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $21,897 |
Service code 99 · EIN 13-2638166 | Other Fees | $10,098 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,228 | $84,482-66.6% | $125,363-77.5% | $66,930-57.8% |
| Participation rate | 73.6% | 76.4%-2.8pp | 82.4%-8.8pp | 69.8%+3.8pp |
| Annual return | -17.41% | -8.49%-8.9pp | 572.15%-589.6pp | 1.57%-19.0pp |
| Employer contribution / active EE | $3,701 | $3,553+4.2% | $4,815-23.1% | $2,545+45.4% |
| Participant deferral / active EE | $8,492 | $6,782+25.2% | $7,447+14.0% | $4,238+100.4% |
| Admin fee / account holder | $145 | $685-78.8% | $10,005-98.6% | $593-75.6% |