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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $148,470 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,150 | $50,150-23.9% | $149,723-74.5% | $80,169-52.4% |
| Participation rate | 89.8% | 64.3%+25.5pp | 78.8%+11.0pp | 72.9%+16.8pp |
| Annual return | 18.51% | 29.80%-11.3pp | 134.50%-116.0pp | 40.39%-21.9pp |
| Employer contribution / active EE | $1,553 | $1,868-16.9% | $4,821-67.8% | $2,978-47.9% |
| Participant deferral / active EE | $4,350 | $3,195+36.2% | $5,682-23.5% | $5,016-13.3% |
| Admin fee / account holder | $46 | $153-70.1% | $13,215-99.7% | $145-68.5% |