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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $71,453 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $28,713 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,899 | $46,966+38.2% | $185,117-64.9% | $69,631-6.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 18.09% | 22.36%-4.3pp | 40.50%-22.4pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $3,991 | $1,360+193.3% | $4,182-4.6% | $2,032+96.4% |
| Participant deferral / active EE | $2,776 | $3,017-8.0% | $5,045-45.0% | $3,224-13.9% |
| Admin fee / account holder | $38 | $94-60.0% | $8,159-99.5% | $110-66.0% |