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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $712 |
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 | $54,474 | $56,200-3.1% | $67,653-19.5% | $59,633-8.7% |
| Participation rate | 79.8% | 71.5%+8.3pp | 75.7%+4.1pp | 68.7%+11.1pp |
| Annual return | 0.01% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,928 | $1,615+19.4% | $2,266-14.9% | $2,203-12.4% |
| Participant deferral / active EE | $5,895 | $2,843+107.3% | $3,560+65.6% | $3,192+84.7% |
| Admin fee / account holder | $26 | $3,959-99.3% | $4,821-99.5% | $4,297-99.4% |