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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,582 |
CENTERA INVESTMENT ADVISORS4 years Service code 16 · EIN 36-3258176 | Consulting | $20,695 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,855 | $59,402-32.9% | $93,654-57.4% | $74,546-46.5% |
| Participation rate | 90.9% | 59.7%+31.2pp | 68.7%+22.2pp | 67.2%+23.7pp |
| Annual return | 30.04% | 81.86%-51.8pp | 133.34%-103.3pp | 1366.03%-1336.0pp |
| Employer contribution / active EE | $663 | $1,265-47.5% | $2,421-72.6% | $2,624-74.7% |
| Participant deferral / active EE | $4,237 | $3,049+39.0% | $4,413-4.0% | $4,347-2.5% |
| Admin fee / account holder | $94 | $3,023-96.9% | $8,282-98.9% | $1,944-95.2% |