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| Provider | Service type | Compensation |
|---|---|---|
GBQ CONSULTING5 years Service code 34 · EIN 20-2122189 | Direct payment from the plan; Valuati... | $13,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,448 | $99,994+21.5% | $146,643-17.2% | $85,847+41.5% |
| Participation rate | 98.0% | 73.1%+24.9pp | 80.1%+17.9pp | 69.3%+28.6pp |
| Annual return | 23.46% | 18.93%+4.5pp | 22.75%+0.7pp | 318.61%-295.1pp |
| Employer contribution / active EE | $12,372 | $2,559+383.5% | $4,137+199.1% | $2,565+382.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $106 | $7,703-98.6% | $10,280-99.0% | $6,261-98.3% |