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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 75-1553739 | Consulting | $20,822 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,955 | $80,177-68.9% | $123,892-79.9% | $57,658-56.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 5.07% | 17.90%-12.8pp | 47.52%-42.5pp | 5.13%-0.1pp |
| Employer contribution / active EE | $1,277 | $2,913-56.1% | $4,617-72.3% | $1,974-35.3% |
| Participant deferral / active EE | $3,400 | $5,130-33.7% | $5,984-43.2% | $3,061+11.1% |
| Admin fee / account holder | $28 | $106-73.4% | $8,357-99.7% | $95-70.1% |