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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,345 |
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 | $70,443 | $70,002+0.6% | $115,038-38.8% | $52,331+34.6% |
| Participation rate | 83.0% | 72.1%+10.9pp | 81.4%+1.7pp | 68.1%+14.9pp |
| Annual return | 1.89% | 4.04%-2.2pp | 26.14%-24.3pp | 4.54%-2.7pp |
| Employer contribution / active EE | $5,511 | $2,715+103.0% | $4,608+19.6% | $1,882+192.9% |
| Participant deferral / active EE | $5,795 | $4,920+17.8% | $6,026-3.8% | $3,022+91.7% |
| Admin fee / account holder | $8 | $566-98.6% | $8,175-99.9% | $592-98.6% |