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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $18,849 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $15,077 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $10,499 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,515 | $55,470-3.5% | $155,556-65.6% | $74,478-28.1% |
| Participation rate | 96.7% | 61.9%+34.8pp | 78.2%+18.5pp | 67.2%+29.5pp |
| Annual return | 11.55% | 269.80%-258.3pp | 64.84%-53.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $2,559 | $2,267+12.9% | $4,675-45.3% | $2,626-2.6% |
| Participant deferral / active EE | $4,488 | $2,838+58.1% | $5,631-20.3% | $4,350+3.2% |
| Admin fee / account holder | $260 | $1,744-85.1% | $15,885-98.4% | $1,946-86.7% |