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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $51,775 | $75,832-31.7% | $147,617-64.9% | $59,633-13.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.12% | 0.37%+0.8pp | 61.98%-60.9pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $5,183 | $3,485+48.7% | $5,564-6.8% | $2,203+135.3% |
| Participant deferral / active EE | $3,859 | $3,131+23.3% | $4,895-21.2% | $3,192+20.9% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |