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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-2647786 | Consulting | $6,584 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,927 | $84,936+199.0% | $111,308+128.1% | $79,391+219.8% |
| Participation rate | 97.0% | 75.9%+21.1pp | 77.3%+19.6pp | 70.7%+26.3pp |
| Annual return | 15.60% | 17.45%-1.9pp | 54.67%-39.1pp | 116.88%-101.3pp |
| Employer contribution / active EE | $2,933 | $1,979+48.2% | $2,732+7.4% | $2,428+20.8% |
| Participant deferral / active EE | $8,021 | $3,888+106.3% | $4,487+78.7% | $4,046+98.2% |
| Admin fee / account holder | $25 | $537-95.4% | $7,965-99.7% | $627-96.0% |