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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,124 |
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 | $22,715 | $55,453-59.0% | $170,435-86.7% | $62,293-63.5% |
| Participation rate | 89.3% | 66.4%+23.0pp | 83.6%+5.7pp | 69.5%+19.8pp |
| Annual return | 13.64% | 21.38%-7.7pp | 205.94%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,616 | $2,164-25.3% | $5,432-70.2% | $2,042-20.8% |
| Participant deferral / active EE | $1,264 | $2,303-45.1% | $4,939-74.4% | $3,169-60.1% |
| Admin fee / account holder | $6 | $455-98.6% | $13,881-100.0% | $479-98.7% |