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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,664 |
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 | $72,636 | $66,813+8.7% | $100,528-27.7% | $73,493-1.2% |
| Participation rate | 96.3% | 77.5%+18.8pp | 79.4%+16.9pp | 70.7%+25.6pp |
| Annual return | 18.47% | 25.70%-7.2pp | 30.90%-12.4pp | 28.51%-10.0pp |
| Employer contribution / active EE | $4,187 | $2,147+95.0% | $3,419+22.5% | $2,270+84.4% |
| Participant deferral / active EE | $9,067 | $5,883+54.1% | $6,271+44.6% | $3,740+142.4% |
| Admin fee / account holder | $21 | $512-95.9% | $8,084-99.7% | $513-95.9% |