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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $27,055 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,962 | $45,602-34.3% | $117,533-74.5% | $66,938-55.2% |
| Participation rate | 94.7% | 57.6%+37.1pp | 70.6%+24.1pp | 69.8%+24.9pp |
| Annual return | -16.80% | -16.74%-0.1pp | 29.77%-46.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,460 | $1,579-7.5% | $4,179-65.1% | $2,545-42.6% |
| Participant deferral / active EE | $3,110 | $2,845+9.3% | $4,072-23.6% | $4,238-26.6% |
| Admin fee / account holder | $15 | $661-97.7% | $5,647-99.7% | $594-97.4% |