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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,365 |
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 | $81,198 | $89,652-9.4% | $141,177-42.5% | $65,185+24.6% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.5%+11.6pp | 70.2%+23.8pp |
| Annual return | 22.96% | 32.79%-9.8pp | 71.40%-48.4pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,199 | $3,065-28.3% | $4,736-53.6% | $2,177+1.0% |
| Participant deferral / active EE | $5,041 | $5,691-11.4% | $6,710-24.9% | $3,514+43.5% |
| Admin fee / account holder | $16 | $569-97.1% | $10,263-99.8% | $847-98.1% |