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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,575 |
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 | $55,163 | $52,639+4.8% | $185,117-70.2% | $62,293-11.4% |
| Participation rate | 91.3% | 63.9%+27.5pp | 77.3%+14.1pp | 69.5%+21.8pp |
| Annual return | 15.92% | 19.57%-3.7pp | 40.50%-24.6pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,159 | $1,483-21.9% | $4,182-72.3% | $2,042-43.3% |
| Participant deferral / active EE | $3,946 | $3,097+27.4% | $5,045-21.8% | $3,169+24.5% |
| Admin fee / account holder | $67 | $374-81.9% | $8,159-99.2% | $479-85.9% |