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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $72,266 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 | $142,069 | $89,652+58.5% | $141,191+0.6% | $65,185+117.9% |
| Participation rate | 93.7% | 74.7%+19.0pp | 82.5%+11.2pp | 70.2%+23.5pp |
| Annual return | 22.02% | 32.79%-10.8pp | 71.41%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $6,575 | $3,065+114.5% | $4,736+38.8% | $2,177+202.1% |
| Participant deferral / active EE | $8,998 | $5,691+58.1% | $6,710+34.1% | $3,514+156.1% |
| Admin fee / account holder | $0 | $569-100.0% | $10,264-100.0% | $847-100.0% |