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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $143,872 | $266,879-46.1% | $149,721-3.9% | - |
| Participation rate | 75.8% | 82.4%-6.6pp | 87.1%-11.3pp | - |
| Annual return | 17.94% | 8.05%+9.9pp | 1501.67%-1483.7pp | - |
| Employer contribution / active EE | $0 | $3,117-100.0% | $5,444-100.0% | - |
| Participant deferral / active EE | $10,862 | $4,642+134.0% | $6,568+65.4% | - |
| Admin fee / account holder | $6 | $11,107-99.9% | $11,282-99.9% | - |