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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,783 |
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 | $59,679 | $73,638-19.0% | $95,964-37.8% | $73,497-18.8% |
| Participation rate | 87.3% | 76.2%+11.1pp | 77.1%+10.2pp | 70.7%+16.6pp |
| Annual return | 17.58% | 16.78%+0.8pp | 91.64%-74.1pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,752 | $1,863-5.9% | $2,541-31.0% | $2,270-22.8% |
| Participant deferral / active EE | $4,375 | $3,617+21.0% | $4,167+5.0% | $3,740+17.0% |
| Admin fee / account holder | $17 | $482-96.5% | $6,797-99.8% | $513-96.8% |