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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $29,770 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,417 | $54,729-40.8% | $86,235-62.4% | $71,529-54.7% |
| Participation rate | 92.0% | 60.1%+31.9pp | 69.0%+23.0pp | 67.9%+24.1pp |
| Annual return | 17.33% | 20.07%-2.7pp | 1170.03%-1152.7pp | 28.97%-11.6pp |
| Employer contribution / active EE | $1,587 | $1,267+25.2% | $2,381-33.3% | $2,590-38.7% |
| Participant deferral / active EE | $3,673 | $3,110+18.1% | $3,987-7.9% | $4,291-14.4% |
| Admin fee / account holder | $102 | $1,921-94.7% | $6,856-98.5% | $1,588-93.6% |