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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $21,236 |
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 | $25,219 | $66,124-61.9% | $90,461-72.1% | $73,497-65.7% |
| Participation rate | 83.0% | 69.7%+13.4pp | 72.7%+10.3pp | 70.7%+12.4pp |
| Annual return | 16.41% | 17.65%-1.2pp | 1294.76%-1278.4pp | 28.51%-12.1pp |
| Employer contribution / active EE | $568 | $2,346-75.8% | $3,264-82.6% | $2,270-75.0% |
| Participant deferral / active EE | $2,154 | $3,039-29.1% | $3,964-45.7% | $3,740-42.4% |
| Admin fee / account holder | $103 | $396-74.0% | $5,617-98.2% | $513-79.9% |