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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,917 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,644 | $65,125-19.2% | $143,797-63.4% | $66,949-21.4% |
| Participation rate | 99.1% | 65.2%+33.9pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -18.12% | -11.13%-7.0pp | -0.04%-18.1pp | 1.57%-19.7pp |
| Employer contribution / active EE | $3,751 | $2,362+58.8% | $4,952-24.3% | $2,545+47.4% |
| Participant deferral / active EE | $5,251 | $2,920+79.8% | $5,638-6.9% | $4,239+23.9% |
| Admin fee / account holder | $42 | $503-91.7% | $14,679-99.7% | $594-93.0% |