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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,762 |
CENTERA INVESTMENT ADVISORS3 years Service code 16 · EIN 36-3258176 | Consulting | $14,492 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,945 | $53,165-39.9% | $86,216-62.9% | $74,460-57.1% |
| Participation rate | 92.1% | 64.9%+27.2pp | 69.0%+23.1pp | 70.7%+21.3pp |
| Annual return | 22.86% | 22.64%+0.2pp | 1169.42%-1146.6pp | 34.38%-11.5pp |
| Employer contribution / active EE | $549 | $1,210-54.6% | $2,382-76.9% | $2,638-79.2% |
| Participant deferral / active EE | $3,137 | $3,234-3.0% | $3,986-21.3% | $4,530-30.8% |
| Admin fee / account holder | $9 | $551-98.3% | $6,853-99.9% | $348-97.4% |