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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Re... | $42,644 |
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 | $154,901 | $33,067+368.4% | $76,518+102.4% | $56,289+175.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -6.54% | 2.72%-9.3pp | -0.27%-6.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $7,021 | $1,200+484.9% | $2,647+165.2% | $2,111+232.5% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,836-100.0% | $3,350-100.0% |
| Admin fee / account holder | $168 | $537-68.7% | $4,849-96.5% | $521-67.8% |