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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $30,166 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,653 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,800 | $64,010-19.1% | $108,359-52.2% | $64,340-19.5% |
| Participation rate | 80.5% | 49.4%+31.1pp | 70.1%+10.4pp | 55.2%+25.2pp |
| Annual return | 23.09% | 19.74%+3.4pp | 36.89%-13.8pp | 24.14%-1.1pp |
| Employer contribution / active EE | $2,324 | $1,029+125.9% | $2,399-3.1% | $1,862+24.8% |
| Participant deferral / active EE | $4,597 | $2,395+91.9% | $4,137+11.1% | $2,980+54.3% |
| Admin fee / account holder | $270 | $4,885-94.5% | $9,741-97.2% | $3,703-92.7% |