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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-2647786 | Consulting | $4,813 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,835 | $71,873+189.2% | $86,698+139.7% | $68,490+203.5% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -18.69% | 3.54%-22.2pp | 35.96%-54.7pp | -7.85%-10.8pp |
| Employer contribution / active EE | $9,536 | $2,173+338.8% | $2,837+236.2% | $2,597+267.2% |
| Participant deferral / active EE | $22,637 | $3,779+499.0% | $4,656+386.2% | $4,028+462.0% |
| Admin fee / account holder | $22 | $6,110-99.6% | $7,492-99.7% | $5,403-99.6% |