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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $54,475 |
MBL WEALTH LLC4 years Service code 26 · EIN 84-3308036 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,061 | $53,165-11.5% | $86,216-45.4% | $74,460-36.8% |
| Participation rate | 76.0% | 64.9%+11.1pp | 69.0%+7.0pp | 70.7%+5.3pp |
| Annual return | 16.07% | 22.64%-6.6pp | 1169.42%-1153.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $2,112 | $1,210+74.6% | $2,382-11.3% | $2,638-19.9% |
| Participant deferral / active EE | $3,825 | $3,234+18.3% | $3,986-4.0% | $4,530-15.6% |
| Admin fee / account holder | $246 | $551-55.4% | $6,853-96.4% | $348-29.3% |