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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,059 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,201 | $84,936-33.8% | $111,308-49.5% | $79,391-29.2% |
| Participation rate | 89.6% | 75.9%+13.7pp | 77.3%+12.2pp | 70.7%+18.8pp |
| Annual return | 13.19% | 17.45%-4.3pp | 54.67%-41.5pp | 116.88%-103.7pp |
| Employer contribution / active EE | $1,720 | $1,979-13.1% | $2,732-37.1% | $2,428-29.2% |
| Participant deferral / active EE | $4,315 | $3,888+11.0% | $4,487-3.8% | $4,046+6.7% |
| Admin fee / account holder | $16 | $537-97.0% | $7,965-99.8% | $627-97.4% |