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| Provider | Service type | Compensation |
|---|---|---|
Service code 30 · EIN 04-2647786 | Sub-transfer agency fees; Account mai... | -$6,513 |
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 | $65,801 | $75,760-13.1% | $123,105-46.5% | $59,188+11.2% |
| Participation rate | 91.7% | 86.0%+5.7pp | 86.8%+4.9pp | 69.4%+22.3pp |
| Annual return | 3.72% | 2.93%+0.8pp | 13.22%-9.5pp | 5.51%-1.8pp |
| Employer contribution / active EE | $2,162 | $3,415-36.7% | $5,151-58.0% | $2,098+3.1% |
| Participant deferral / active EE | $4,322 | $5,000-13.6% | $6,229-30.6% | $3,265+32.4% |
| Admin fee / account holder | -$1 | $61-102.3% | $9,014-100.0% | $92-101.5% |