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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-4802523 | Advisory (Plan) | $20,512 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,294 | $89,739-15.0% | $149,721-49.0% | $62,293+22.5% |
| Participation rate | 83.7% | 85.1%-1.4pp | 87.1%-3.4pp | 69.5%+14.2pp |
| Annual return | 12.94% | 21.01%-8.1pp | 1501.67%-1488.7pp | 28.90%-16.0pp |
| Employer contribution / active EE | $2,826 | $3,233-12.6% | $5,444-48.1% | $2,042+38.4% |
| Participant deferral / active EE | $6,005 | $4,797+25.2% | $6,568-8.6% | $3,169+89.5% |
| Admin fee / account holder | $171 | $551-69.0% | $11,282-98.5% | $479-64.4% |