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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 62-1291257 | Other investment fees and expenses; I... | $43,529 |
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 | $41,942 | $52,967-20.8% | $172,753-75.7% | $65,186-35.7% |
| Participation rate | 86.2% | 66.2%+20.0pp | 82.6%+3.5pp | 70.2%+16.0pp |
| Annual return | 20.10% | 30.12%-10.0pp | 803.00%-782.9pp | 29.39%-9.3pp |
| Employer contribution / active EE | $1,017 | $2,190-53.6% | $5,144-80.2% | $2,177-53.3% |
| Participant deferral / active EE | $2,719 | $2,471+10.0% | $5,198-47.7% | $3,514-22.6% |
| Admin fee / account holder | $274 | $472-42.0% | $13,956-98.0% | $847-67.7% |