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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 26-0058143 | Consulting | $4,009 |
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 | $73,833 | $60,795+21.4% | $69,483+6.3% | $65,186+13.3% |
| Participation rate | 91.0% | 74.9%+16.1pp | 74.6%+16.4pp | 70.2%+20.8pp |
| Annual return | 15.41% | 17.46%-2.0pp | 28.99%-13.6pp | 29.39%-14.0pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,300 | $3,162+36.0% | $3,537+21.6% | $3,514+22.4% |
| Admin fee / account holder | $15 | $314-95.4% | $3,841-99.6% | $847-98.3% |