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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $18,062 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,133 | $81,331-40.8% | $155,534-69.1% | $80,935-40.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.72% | 33.37%-18.7pp | 64.92%-50.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $4,057 | $3,105+30.7% | $4,675-13.2% | $2,757+47.2% |
| Participant deferral / active EE | $6,165 | $3,454+78.5% | $5,630+9.5% | $4,299+43.4% |
| Admin fee / account holder | $119 | $7,999-98.5% | $15,900-99.2% | $6,924-98.3% |