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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $10,475 |
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 | $41,112 | $85,171-51.7% | $172,753-76.2% | $72,976-43.7% |
| Participation rate | 77.1% | 70.1%+7.0pp | 82.6%-5.6pp | 69.5%+7.6pp |
| Annual return | 16.99% | 27.32%-10.3pp | 803.00%-786.0pp | 81.02%-64.0pp |
| Employer contribution / active EE | $2,521 | $3,324-24.1% | $5,144-51.0% | $2,440+3.3% |
| Participant deferral / active EE | $3,203 | $3,260-1.7% | $5,198-38.4% | $3,608-11.2% |
| Admin fee / account holder | $107 | $5,880-98.2% | $13,956-99.2% | $5,124-97.9% |