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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $29,859 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,376 | $54,245-42.2% | $93,727-66.5% | $77,762-59.7% |
| Participation rate | 92.8% | 63.9%+28.9pp | 68.7%+24.1pp | 70.6%+22.2pp |
| Annual return | 11.98% | 30.58%-18.6pp | 133.83%-121.9pp | 31.27%-19.3pp |
| Employer contribution / active EE | $888 | $1,168-23.9% | $2,421-63.3% | $2,728-67.4% |
| Participant deferral / active EE | $3,801 | $3,144+20.9% | $4,417-14.0% | $4,651-18.3% |
| Admin fee / account holder | $87 | $575-84.9% | $8,292-99.0% | $433-80.0% |