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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $450 |
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 | $112,832 | $70,667+59.7% | $123,105-8.3% | $52,331+115.6% |
| Participation rate | 75.4% | 83.7%-8.3pp | 86.8%-11.3pp | 68.1%+7.3pp |
| Annual return | 1.21% | 6.23%-5.0pp | 13.22%-12.0pp | 4.54%-3.3pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $9,622 | $4,493+114.2% | $6,229+54.5% | $3,022+218.4% |
| Admin fee / account holder | $4 | $506-99.3% | $9,014-100.0% | $592-99.4% |