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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,341 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,621 | $50,464+55.8% | $75,784+3.7% | $52,331+50.2% |
| Participation rate | 94.0% | 66.8%+27.2pp | 75.8%+18.2pp | 68.1%+25.9pp |
| Annual return | -0.75% | 1.03%-1.8pp | 9.68%-10.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $4,758 | $1,988+139.3% | $3,323+43.2% | $1,882+152.9% |
| Participant deferral / active EE | $2,542 | $2,570-1.1% | $3,652-30.4% | $3,022-15.9% |
| Admin fee / account holder | $130 | $1,103-88.2% | $5,300-97.6% | $592-78.1% |