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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,305 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,698 | $78,562+80.4% | $105,608+34.2% | $74,429+90.4% |
| Participation rate | 87.4% | 72.8%+14.6pp | 75.3%+12.1pp | 67.2%+20.2pp |
| Annual return | 12.10% | 15.94%-3.8pp | 116.50%-104.4pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $981 | $2,521-61.1% | $3,167-69.0% | $2,625-62.6% |
| Participant deferral / active EE | $5,023 | $4,321+16.2% | $5,010+0.3% | $4,348+15.5% |
| Admin fee / account holder | $75 | $2,217-96.6% | $11,028-99.3% | $1,944-96.1% |