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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,096 | $54,364+89.6% | $78,002+32.2% | - |
| Participation rate | 92.9% | 73.9%+19.1pp | 75.5%+17.4pp | - |
| Annual return | 4.64% | 2.71%+1.9pp | 425.99%-421.3pp | - |
| Employer contribution / active EE | $5,758 | $1,328+333.6% | $2,470+133.1% | - |
| Participant deferral / active EE | $0 | $2,800-100.0% | $3,497-100.0% | - |
| Admin fee / account holder | $22 | $3,826-99.4% | $5,481-99.6% | - |