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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $69,999 | $43,550+60.7% | $63,244+10.7% | $52,331+33.8% |
| Participation rate | 92.6% | 65.7%+26.9pp | 71.0%+21.5pp | 68.1%+24.5pp |
| Annual return | 1.54% | 2.03%-0.5pp | -70.31%+71.8pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,954 | $1,351+44.6% | $2,322-15.8% | $1,882+3.9% |
| Participant deferral / active EE | $2,704 | $2,254+20.0% | $2,953-8.5% | $3,022-10.5% |
| Admin fee / account holder | $0 | $387-100.0% | $5,893-100.0% | $592-100.0% |