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| Provider | Service type | Compensation |
|---|---|---|
POLSINELLI1 year Service code 29 · EIN 43-1064260 | Legal | $910 |
FID INV INST OPS CO5 years Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,332 | $132,191-61.9% | $115,768-56.5% | $103,975-51.6% |
| Participation rate | 96.9% | 86.7%+10.2pp | 74.4%+22.5pp | 72.5%+24.4pp |
| Annual return | 14.78% | 15.87%-1.1pp | 100.46%-85.7pp | 19.41%-4.6pp |
| Employer contribution / active EE | $2,762 | $4,751-41.9% | $2,940-6.0% | $3,722-25.8% |
| Participant deferral / active EE | $3,635 | $7,122-49.0% | $4,917-26.1% | $5,343-32.0% |
| Admin fee / account holder | $1 | $118-99.1% | $12,439-100.0% | $332-99.7% |