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| Provider | Service type | Compensation |
|---|---|---|
TRUTINA FINANCIAL2 years Filed as: TRUTINA Service code 17 · EIN 47-0995939 | Pension Consulting | $14,744 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,983 | $91,439+1.7% | $135,974-31.6% | $71,511+30.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 36.95% | 29.90%+7.1pp | 68.30%-31.3pp | 28.86%+8.1pp |
| Employer contribution / active EE | $8,348 | $3,705+125.3% | $4,859+71.8% | $2,589+222.4% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $107 | $1,267-91.6% | $10,767-99.0% | $1,588-93.3% |