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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 | $80,226 | $46,072+74.1% | $69,779+15.0% | $55,167+45.4% |
| Participation rate | 89.7% | 67.5%+22.2pp | 71.8%+17.8pp | 69.0%+20.7pp |
| Annual return | 12.81% | 8.68%+4.1pp | 12.99%-0.2pp | 169.23%-156.4pp |
| Employer contribution / active EE | $1,502 | $1,500+0.1% | $2,338-35.8% | $1,963-23.5% |
| Participant deferral / active EE | $3,082 | $2,344+31.5% | $2,931+5.2% | $3,054+0.9% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |