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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-2647786 | Consulting | $9,443 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,528 | $99,168+62.9% | $96,576+67.3% | $74,440+117.0% |
| Participation rate | 97.8% | 80.7%+17.1pp | 76.0%+21.8pp | 70.7%+27.0pp |
| Annual return | 23.72% | 22.40%+1.3pp | 25.87%-2.2pp | 34.37%-10.6pp |
| Employer contribution / active EE | $2,655 | $2,570+3.3% | $2,965-10.5% | $2,638+0.6% |
| Participant deferral / active EE | $6,123 | $4,936+24.0% | $4,851+26.2% | $4,529+35.2% |
| Admin fee / account holder | $8 | $225-96.5% | $8,253-99.9% | $348-97.8% |