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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 32-0781448 | Advisory (Participants) | $7,070 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,852 | $63,904-51.7% | $89,340-65.5% | $67,986-54.6% |
| Participation rate | 97.4% | 54.3%+43.1pp | 69.6%+27.8pp | 57.2%+40.2pp |
| Annual return | 55.80% | 18.09%+37.7pp | 20.57%+35.2pp | 31.67%+24.1pp |
| Employer contribution / active EE | $3,704 | $1,627+127.6% | $2,231+66.0% | $2,019+83.5% |
| Participant deferral / active EE | $6,555 | $2,691+143.6% | $3,823+71.5% | $3,358+95.2% |
| Admin fee / account holder | $31 | $3,315-99.1% | $6,704-99.5% | $3,203-99.0% |