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| Provider | Service type | Compensation |
|---|---|---|
Service code 71 · EIN 94-1737782 4640 EAST SUNRISE DR, SUITE # 127 · TUCSON, AZ 85718 | Brokerage Fees | $411 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,686 | $49,280-74.3% | $67,313-81.2% | $64,173-80.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.28% | -1.39%+1.7pp | -4.08%+4.4pp | 7.63%-7.3pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4 | $3,863-99.9% | $4,507-99.9% | $4,887-99.9% |