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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 86-3483132 | Advisory (Plan) | $21,754 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,558 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,818 | $102,422+96.1% | $147,117+36.5% | $80,959+148.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.15% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $8,682 | $3,717+133.5% | $4,932+76.0% | $2,757+214.9% |
| Participant deferral / active EE | $10,680 | $6,652+60.5% | $8,065+32.4% | $4,300+148.3% |
| Admin fee / account holder | $50 | $7,953-99.4% | $12,993-99.6% | $6,925-99.3% |