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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-0098400 | Recordkeeping | $6,641 |
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 | $70,961 | $52,884+34.2% | $84,753-16.3% | $55,167+28.6% |
| Participation rate | 96.1% | 67.5%+28.6pp | 76.6%+19.5pp | 69.0%+27.1pp |
| Annual return | 6.94% | 18.03%-11.1pp | 22.78%-15.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $15,457 | $2,233+592.1% | $3,574+332.4% | $1,963+687.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $142 | $581-75.6% | $5,333-97.3% | $504-71.9% |