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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,974 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,598 | $37,440+203.4% | $77,081+47.4% | $66,930+69.7% |
| Participation rate | 96.9% | 52.9%+44.0pp | 67.9%+29.0pp | 69.8%+27.1pp |
| Annual return | -15.32% | -3.26%-12.1pp | 42.33%-57.6pp | 1.57%-16.9pp |
| Employer contribution / active EE | $3,253 | $1,534+112.1% | $2,813+15.6% | $2,545+27.8% |
| Participant deferral / active EE | $7,335 | $2,620+180.0% | $4,428+65.7% | $4,238+73.1% |
| Admin fee / account holder | $32 | $568-94.3% | $5,427-99.4% | $593-94.6% |