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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 04-2530412 | Actuarial | $10,040 |
Filed as: VRIAC Service code 21 · EIN 71-0294708 | Bank Trustee | $6,825 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $282,126-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.9%-41.9pp | 1.7%-1.7pp |
| Annual return | 13.55% | 10.83%+2.7pp | 1087.39%-1073.8pp | 627.08%-613.5pp |
| Employer contribution / active EE | $3,484 | $13,849-74.8% | $42,245-91.8% | $18,824-81.5% |
| Participant deferral / active EE | $0 | $418-100.0% | $120-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,639-100.0% | $1,923-100.0% |