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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,424 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,220 | $65,437-38.5% | $86,698-53.6% | $66,949-39.9% |
| Participation rate | 84.2% | 75.5%+8.7pp | 76.6%+7.6pp | 69.8%+14.4pp |
| Annual return | -14.83% | -10.91%-3.9pp | 35.96%-50.8pp | 1.57%-16.4pp |
| Employer contribution / active EE | $1,779 | $2,154-17.4% | $2,837-37.3% | $2,545-30.1% |
| Participant deferral / active EE | $4,594 | $4,102+12.0% | $4,656-1.3% | $4,239+8.4% |
| Admin fee / account holder | $15 | $642-97.6% | $7,492-99.8% | $594-97.4% |