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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,544 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,048 | $76,112-38.2% | $96,544-51.3% | $71,529-34.2% |
| Participation rate | 91.3% | 74.4%+16.9pp | 76.0%+15.3pp | 67.9%+23.3pp |
| Annual return | 55.22% | 22.80%+32.4pp | 25.88%+29.3pp | 28.97%+26.2pp |
| Employer contribution / active EE | $1,739 | $2,248-22.6% | $2,966-41.4% | $2,590-32.9% |
| Participant deferral / active EE | $4,391 | $4,217+4.1% | $4,851-9.5% | $4,291+2.3% |
| Admin fee / account holder | $11 | $2,708-99.6% | $8,254-99.9% | $1,588-99.3% |