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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 | $65,246-20.6% | $98,716-47.5% | $67,986-23.8% |
| Participation rate | 80.5% | 51.4%+29.1pp | 69.3%+11.2pp | 57.2%+23.3pp |
| Annual return | 23.09% | 20.58%+2.5pp | 31.81%-8.7pp | 31.67%-8.6pp |
| Employer contribution / active EE | $2,324 | $1,042+123.0% | $2,279+2.0% | $2,019+15.1% |
| Participant deferral / active EE | $4,597 | $2,594+77.2% | $4,048+13.6% | $3,358+36.9% |
| Admin fee / account holder | $270 | $4,561-94.1% | $8,703-96.9% | $3,203-91.6% |