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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $14,705 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,604 | $54,590-60.4% | $81,716-73.6% | $73,493-70.6% |
| Participation rate | 84.5% | 68.3%+16.2pp | 72.0%+12.5pp | 70.7%+13.8pp |
| Annual return | 18.23% | 17.74%+0.5pp | 29.49%-11.3pp | 28.51%-10.3pp |
| Employer contribution / active EE | $2,541 | $1,636+55.3% | $4,310-41.1% | $2,270+11.9% |
| Participant deferral / active EE | $1,709 | $2,759-38.0% | $7,108-76.0% | $3,740-54.3% |
| Admin fee / account holder | $1 | $592-99.8% | $5,159-100.0% | $513-99.7% |