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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 | $78,636+80.2% | $105,607+34.2% | $74,459+90.3% |
| Participation rate | 87.4% | 72.8%+14.6pp | 75.3%+12.1pp | 67.2%+20.2pp |
| Annual return | 12.10% | 15.96%-3.9pp | 116.11%-104.0pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $981 | $2,523-61.1% | $3,167-69.0% | $2,626-62.7% |
| Participant deferral / active EE | $5,023 | $4,322+16.2% | $5,011+0.2% | $4,350+15.5% |
| Admin fee / account holder | $75 | $2,220-96.6% | $10,958-99.3% | $1,945-96.1% |