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| Provider | Service type | Compensation |
|---|---|---|
SAVIO HOUSE7 years Service code 65 · EIN 84-0570279 | Account Maintenance | $12,170 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,735 | $81,331-19.2% | $155,534-57.7% | $80,935-18.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.23% | 33.37%-18.1pp | 64.92%-49.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $4,143 | $3,105+33.4% | $4,675-11.4% | $2,757+50.3% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $121 | $7,999-98.5% | $15,900-99.2% | $6,924-98.2% |