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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,313 |
LWS WEALTH ADVISORS1 year Service code 27 · EIN 45-5222752 | Advisory (Plan) | $16,733 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $40,216 | $52,967-24.1% | $172,753-76.7% | $65,186-38.3% |
| Participation rate | 73.4% | 66.2%+7.2pp | 82.6%-9.3pp | 70.2%+3.2pp |
| Annual return | 17.80% | 30.12%-12.3pp | 803.00%-785.2pp | 29.39%-11.6pp |
| Employer contribution / active EE | $2,357 | $2,190+7.6% | $5,144-54.2% | $2,177+8.3% |
| Participant deferral / active EE | $2,662 | $2,471+7.7% | $5,198-48.8% | $3,514-24.2% |
| Admin fee / account holder | $198 | $472-58.1% | $13,956-98.6% | $847-76.6% |