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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,400 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,070 | $91,439-55.1% | $135,974-69.8% | $71,511-42.6% |
| Participation rate | 95.3% | 75.7%+19.7pp | 81.9%+13.4pp | 67.9%+27.4pp |
| Annual return | 21.88% | 29.90%-8.0pp | 68.30%-46.4pp | 28.86%-7.0pp |
| Employer contribution / active EE | $2,910 | $3,705-21.4% | $4,859-40.1% | $2,589+12.4% |
| Participant deferral / active EE | $7,129 | $7,093+0.5% | $7,760-8.1% | $4,291+66.1% |
| Admin fee / account holder | $16 | $1,267-98.8% | $10,767-99.9% | $1,588-99.0% |