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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $27,206 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $16,511 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,104 | $59,467-27.5% | $93,727-54.0% | $74,478-42.1% |
| Participation rate | 78.7% | 59.6%+19.1pp | 68.7%+10.0pp | 67.2%+11.4pp |
| Annual return | 16.24% | 82.14%-65.9pp | 133.83%-117.6pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $1,930 | $1,267+52.3% | $2,421-20.3% | $2,626-26.5% |
| Participant deferral / active EE | $4,008 | $3,052+31.3% | $4,417-9.3% | $4,350-7.9% |
| Admin fee / account holder | $217 | $3,028-92.9% | $8,292-97.4% | $1,946-88.9% |