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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 | $59,456-27.5% | $93,681-54.0% | $74,400-42.1% |
| Participation rate | 78.7% | 59.6%+19.0pp | 68.7%+9.9pp | 67.2%+11.5pp |
| Annual return | 16.24% | 82.00%-65.8pp | 133.47%-117.2pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $1,930 | $1,266+52.4% | $2,422-20.3% | $2,624-26.5% |
| Participant deferral / active EE | $4,008 | $3,052+31.3% | $4,415-9.2% | $4,348-7.8% |
| Admin fee / account holder | $217 | $3,026-92.8% | $8,290-97.4% | $1,944-88.9% |