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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $281,886 | $54,368+418.5% | $117,039+140.8% | $62,293+352.5% |
| Participation rate | 97.2% | 64.9%+32.3pp | 77.2%+20.0pp | 69.5%+27.7pp |
| Annual return | 15.42% | 21.77%-6.3pp | 18.95%-3.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $10,409 | $1,692+515.3% | $3,785+175.0% | $2,042+409.7% |
| Participant deferral / active EE | $7,656 | $2,269+237.5% | $3,929+94.8% | $3,169+141.6% |
| Admin fee / account holder | $169 | $493-65.8% | $5,974-97.2% | $479-64.8% |