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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $24,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,022 | $59,123-28.9% | $77,183-45.6% | $75,181-44.1% |
| Participation rate | 81.8% | 63.9%+17.9pp | 69.6%+12.2pp | 67.2%+14.6pp |
| Annual return | 21.79% | 26.72%-4.9pp | 37.89%-16.1pp | 160.69%-138.9pp |
| Employer contribution / active EE | $3,063 | $1,996+53.5% | $2,534+20.9% | $2,671+14.7% |
| Participant deferral / active EE | $4,438 | $2,999+48.0% | $3,833+15.8% | $4,126+7.6% |
| Admin fee / account holder | $203 | $4,776-95.8% | $5,475-96.3% | $5,650-96.4% |