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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,351 |
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 | $241,197 | $65,557+267.9% | $105,736+128.1% | $56,289+328.5% |
| Participation rate | 98.6% | 63.4%+35.2pp | 76.3%+22.2pp | 69.9%+28.7pp |
| Annual return | -4.69% | -1.32%-3.4pp | 6.27%-11.0pp | -9.96%+5.3pp |
| Employer contribution / active EE | $7,568 | $1,788+323.2% | $3,268+131.6% | $2,111+258.5% |
| Participant deferral / active EE | $9,551 | $2,418+295.0% | $4,080+134.1% | $3,350+185.1% |
| Admin fee / account holder | $69 | $561-87.8% | $6,913-99.0% | $521-86.8% |