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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $24,879 |
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 | $35,088 | $37,196-5.7% | $154,111-77.2% | $55,725-37.0% |
| Participation rate | 88.9% | 64.1%+24.9pp | 83.0%+5.9pp | 70.9%+18.1pp |
| Annual return | -3.46% | 1319.68%-1323.1pp | 735.18%-738.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $851 | $1,614-47.3% | $5,298-83.9% | $2,078-59.0% |
| Participant deferral / active EE | $2,392 | $2,068+15.6% | $5,081-52.9% | $3,356-28.7% |
| Admin fee / account holder | $58 | $102-43.3% | $13,411-99.6% | $115-50.0% |