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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $24,294 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,945 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,491 | $54,717-29.7% | $86,216-55.4% | $71,511-46.2% |
| Participation rate | 87.4% | 60.1%+27.3pp | 69.0%+18.4pp | 67.9%+19.4pp |
| Annual return | 16.71% | 20.07%-3.4pp | 1169.42%-1152.7pp | 28.86%-12.1pp |
| Employer contribution / active EE | $2,257 | $1,267+78.2% | $2,382-5.2% | $2,589-12.8% |
| Participant deferral / active EE | $4,924 | $3,110+58.3% | $3,986+23.5% | $4,291+14.8% |
| Admin fee / account holder | $206 | $1,922-89.3% | $6,853-97.0% | $1,588-87.0% |