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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 33-0791039 | Advisory (Participants) | $23,311 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,244 | $55,437-70.7% | $155,534-89.6% | $74,459-78.2% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 10.51% | 269.58%-259.1pp | 64.92%-54.4pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $2,448 | $2,266+8.0% | $4,675-47.6% | $2,626-6.8% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $122 | $1,742-93.0% | $15,900-99.2% | $1,945-93.7% |