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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $3,100 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,715 | $63,114+15.2% | $92,909-21.7% | $65,185+11.6% |
| Participation rate | 78.5% | 68.8%+9.8pp | 76.0%+2.5pp | 70.2%+8.3pp |
| Annual return | 21.26% | 28.75%-7.5pp | 109.44%-88.2pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,025 | $2,571-60.1% | $3,653-71.9% | $2,177-52.9% |
| Participant deferral / active EE | $4,703 | $3,108+51.3% | $4,238+11.0% | $3,514+33.8% |
| Admin fee / account holder | $14 | $624-97.8% | $5,795-99.8% | $847-98.4% |