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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,399 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,584 | $50,956-6.6% | $96,562-50.7% | $86,799-45.2% |
| Participation rate | 96.1% | 65.2%+30.9pp | 69.8%+26.3pp | 72.3%+23.8pp |
| Annual return | 22.16% | 21.27%+0.9pp | 37.78%-15.6pp | 97.91%-75.7pp |
| Employer contribution / active EE | $215 | $1,111-80.6% | $2,356-90.9% | $2,405-91.1% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $19 | $166-88.3% | $6,181-99.7% | $170-88.5% |