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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,193 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,655 | $39,859-15.6% | $78,676-57.2% | $57,658-41.6% |
| Participation rate | 72.4% | 66.1%+6.3pp | 73.6%-1.2pp | 70.2%+2.2pp |
| Annual return | 7.78% | 18.96%-11.2pp | 62.19%-54.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,256 | $1,786-29.7% | $2,850-55.9% | $1,974-36.4% |
| Participant deferral / active EE | $2,293 | $2,248+2.0% | $3,517-34.8% | $3,061-25.1% |
| Admin fee / account holder | $52 | $76-31.6% | $4,510-98.8% | $95-44.8% |