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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,548 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,929 | $61,166-2.0% | $185,849-67.8% | $79,391-24.5% |
| Participation rate | 98.2% | 66.6%+31.6pp | 81.7%+16.5pp | 70.7%+27.5pp |
| Annual return | 14.10% | 19.45%-5.3pp | 122.10%-108.0pp | 116.88%-102.8pp |
| Employer contribution / active EE | $3,341 | $2,321+44.0% | $5,169-35.4% | $2,428+37.6% |
| Participant deferral / active EE | $4,736 | $2,789+69.8% | $5,569-15.0% | $4,046+17.1% |
| Admin fee / account holder | $28 | $710-96.0% | $16,244-99.8% | $627-95.5% |