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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $300 |
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 | $122,567 | $74,089+65.4% | $133,975-8.5% | $55,167+122.2% |
| Participation rate | 76.1% | 84.3%-8.2pp | 87.1%-11.0pp | 69.0%+7.1pp |
| Annual return | 8.93% | 12.11%-3.2pp | 29.29%-20.4pp | 169.23%-160.3pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,689 | $4,678+107.1% | $6,282+54.2% | $3,054+217.2% |
| Admin fee / account holder | $3 | $458-99.4% | $9,324-100.0% | $504-99.5% |