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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 | $81,233-19.1% | $155,567-57.7% | $80,874-18.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.23% | 33.33%-18.1pp | 64.74%-49.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $4,143 | $3,101+33.6% | $4,674-11.4% | $2,756+50.4% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $121 | $7,998-98.5% | $15,916-99.2% | $6,935-98.2% |