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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 | $81,262-40.8% | $155,602-69.1% | $80,911-40.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.72% | 33.34%-18.6pp | 64.81%-50.1pp | 35.63%-20.9pp |
| Employer contribution / active EE | $4,057 | $3,102+30.8% | $4,675-13.2% | $2,756+47.2% |
| Participant deferral / active EE | $6,165 | $3,451+78.6% | $5,629+9.5% | $4,297+43.5% |
| Admin fee / account holder | $119 | $7,992-98.5% | $15,923-99.2% | $6,935-98.3% |