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| Provider | Service type | Compensation |
|---|---|---|
TRUTINA FINANCIAL1 year Filed as: TRUTINA Service code 17 · EIN 47-0995939 | Pension Consulting | $9,096 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,119 | $84,493-19.4% | $125,381-45.7% | $66,938+1.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 8.93% | -8.49%+17.4pp | 572.31%-563.4pp | 1.58%+7.4pp |
| Employer contribution / active EE | $4,532 | $3,554+27.5% | $4,815-5.9% | $2,545+78.0% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $89 | $685-87.1% | $10,007-99.1% | $594-85.1% |