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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,131 |
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 | $83,471 | $52,884+57.8% | $84,753-1.5% | $55,167+51.3% |
| Participation rate | 93.0% | 67.5%+25.5pp | 76.6%+16.4pp | 69.0%+24.0pp |
| Annual return | 6.95% | 18.03%-11.1pp | 22.78%-15.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $6,360 | $2,233+184.8% | $3,574+77.9% | $1,963+224.1% |
| Participant deferral / active EE | $3,116 | $2,644+17.9% | $3,712-16.1% | $3,054+2.0% |
| Admin fee / account holder | $79 | $581-86.4% | $5,333-98.5% | $504-84.3% |