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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 | $54,193-42.1% | $93,654-66.5% | $77,671-59.6% |
| Participation rate | 92.8% | 63.9%+28.9pp | 68.7%+24.1pp | 70.6%+22.2pp |
| Annual return | 11.98% | 30.54%-18.6pp | 133.34%-121.4pp | 31.21%-19.2pp |
| Employer contribution / active EE | $888 | $1,168-24.0% | $2,421-63.3% | $2,726-67.4% |
| Participant deferral / active EE | $3,801 | $3,144+20.9% | $4,413-13.9% | $4,648-18.2% |
| Admin fee / account holder | $87 | $576-84.9% | $8,282-99.0% | $430-79.9% |