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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $33,461 |
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 | $146,190 | $32,425+350.9% | $74,577+96.0% | $55,167+165.0% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | 7.53% | 10.63%-3.1pp | 20.47%-12.9pp | 169.23%-161.7pp |
| Employer contribution / active EE | $7,091 | $1,043+579.6% | $2,525+180.8% | $1,963+261.3% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $3 | $748-99.6% | $4,138-99.9% | $504-99.4% |