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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,787 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,608 | $69,383+19.1% | $101,275-18.4% | $73,497+12.4% |
| Participation rate | 97.3% | 68.4%+29.0pp | 75.8%+21.5pp | 70.7%+26.7pp |
| Annual return | 108.30% | 18.46%+89.8pp | 46.48%+61.8pp | 28.51%+79.8pp |
| Employer contribution / active EE | $1,646 | $2,628-37.4% | $3,660-55.0% | $2,270-27.5% |
| Participant deferral / active EE | $3,331 | $3,301+0.9% | $4,371-23.8% | $3,740-10.9% |
| Admin fee / account holder | $79 | $704-88.7% | $5,948-98.7% | $513-84.5% |