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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $1,131 |
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 | $47,871 | $54,355-11.9% | $82,744-42.1% | $68,486-30.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.96% | -13.67%-3.3pp | 702.22%-719.2pp | -7.85%-9.1pp |
| Employer contribution / active EE | $7,087 | $2,219+219.5% | $3,008+135.6% | $2,597+172.9% |
| Participant deferral / active EE | $6,158 | $3,246+89.7% | $4,395+40.1% | $4,028+52.9% |
| Admin fee / account holder | $10 | $4,397-99.8% | $5,325-99.8% | $5,404-99.8% |