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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,050 |
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 | $53,737 | $62,941-14.6% | $172,757-68.9% | $67,584-20.5% |
| Participation rate | 99.7% | 64.5%+35.2pp | 82.6%+17.0pp | 71.3%+28.4pp |
| Annual return | 85.76% | 30.36%+55.4pp | 803.06%-717.3pp | 378.59%-292.8pp |
| Employer contribution / active EE | $5,312 | $1,636+224.6% | $5,144+3.3% | $2,148+147.3% |
| Participant deferral / active EE | $3,653 | $2,145+70.3% | $5,198-29.7% | $3,540+3.2% |
| Admin fee / account holder | $164 | $167-1.7% | $13,956-98.8% | $142+15.1% |