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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $950 |
Employer 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 | $170,568 | $136,307+25.1% | $177,827-4.1% | $73,493+132.1% |
| Participation rate | 86.0% | 86.1%-0.2pp | 87.7%-1.8pp | 70.7%+15.3pp |
| Annual return | 18.76% | 18.68%+0.1pp | 48.32%-29.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $909 | $3,712-75.5% | $5,918-84.6% | $2,270-59.9% |
| Participant deferral / active EE | $13,661 | $5,829+134.4% | $7,713+77.1% | $3,740+265.3% |
| Admin fee / account holder | $7 | $596-98.9% | $12,429-99.9% | $513-98.7% |