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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $0 |
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 | $97,418 | $52,967+83.9% | $172,753-43.6% | $65,186+49.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.47% | 30.12%-8.7pp | 803.00%-781.5pp | 29.39%-7.9pp |
| Employer contribution / active EE | $3,165 | $2,190+44.5% | $5,144-38.5% | $2,177+45.4% |
| Participant deferral / active EE | $5,057 | $2,471+104.7% | $5,198-2.7% | $3,514+43.9% |
| Admin fee / account holder | $19 | $472-95.9% | $13,956-99.9% | $847-97.7% |