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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $34,716 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,760 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $131,255 | $99,957+31.3% | $149,730-12.3% | $73,493+78.6% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 16.99% | 53.87%-36.9pp | 276.70%-259.7pp | 28.51%-11.5pp |
| Employer contribution / active EE | $7,461 | $3,191+133.8% | $4,645+60.6% | $2,270+228.7% |
| Participant deferral / active EE | $12,163 | $6,073+100.3% | $6,843+77.8% | $3,740+225.2% |
| Admin fee / account holder | $27 | $551-95.2% | $9,310-99.7% | $513-94.8% |