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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $10,726 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,773 | $75,962-64.8% | $154,108-82.6% | $64,173-58.3% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -3.26% | 30.32%-33.6pp | 735.21%-738.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,479 | $3,350-26.0% | $5,298-53.2% | $2,381+4.1% |
| Participant deferral / active EE | $3,227 | $3,175+1.7% | $5,081-36.5% | $3,470-7.0% |
| Admin fee / account holder | $95 | $5,589-98.3% | $13,411-99.3% | $4,887-98.1% |