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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $27,357 |
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 | $38,353 | $62,928-39.1% | $172,755-77.8% | $67,579-43.2% |
| Participation rate | 92.8% | 64.5%+28.4pp | 82.6%+10.2pp | 71.3%+21.5pp |
| Annual return | 21.53% | 30.36%-8.8pp | 802.94%-781.4pp | 378.56%-357.0pp |
| Employer contribution / active EE | $931 | $1,636-43.1% | $5,144-81.9% | $2,148-56.6% |
| Participant deferral / active EE | $2,568 | $2,145+19.7% | $5,198-50.6% | $3,539-27.5% |
| Admin fee / account holder | $57 | $167-65.7% | $13,955-99.6% | $142-59.9% |