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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 | $62,086-50.3% | $90,259-65.8% | $64,340-52.0% |
| Participation rate | 97.4% | 53.9%+43.5pp | 70.7%+26.7pp | 55.2%+42.2pp |
| Annual return | 55.80% | 16.73%+39.1pp | 18.88%+36.9pp | 24.14%+31.7pp |
| Employer contribution / active EE | $3,704 | $1,883+96.7% | $2,291+61.6% | $1,862+98.9% |
| Participant deferral / active EE | $6,555 | $2,557+156.3% | $3,827+71.3% | $2,980+119.9% |
| Admin fee / account holder | $31 | $3,317-99.1% | $7,267-99.6% | $3,703-99.2% |