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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,896 |
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 | $85,707 | $88,122-2.7% | $141,197-39.3% | $67,582+26.8% |
| Participation rate | 89.5% | 76.5%+13.0pp | 82.5%+7.0pp | 71.3%+18.2pp |
| Annual return | 25.19% | 75.40%-50.2pp | 71.41%-46.2pp | 378.57%-353.4pp |
| Employer contribution / active EE | $1,643 | $3,224-49.0% | $4,736-65.3% | $2,148-23.5% |
| Participant deferral / active EE | $8,283 | $5,958+39.0% | $6,710+23.4% | $3,539+134.0% |
| Admin fee / account holder | $10 | $131-92.1% | $10,265-99.9% | $142-92.7% |