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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 41-0417830 | Accounting | $21,317 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,668 | $73,978+3.6% | $96,515-20.6% | $75,173+2.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.48% | 26.72%-7.2pp | 35.73%-16.2pp | 160.72%-141.2pp |
| Employer contribution / active EE | $3,034 | $2,931+3.5% | $3,740-18.9% | $2,671+13.6% |
| Participant deferral / active EE | $6,934 | $3,660+89.4% | $4,880+42.1% | $4,126+68.0% |
| Admin fee / account holder | $182 | $5,219-96.5% | $6,735-97.3% | $5,651-96.8% |