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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $40 |
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 | $134,997 | $51,769+160.8% | $57,356+135.4% | $52,331+158.0% |
| Participation rate | 77.1% | 75.2%+1.9pp | 75.1%+2.0pp | 68.1%+9.0pp |
| Annual return | 1.70% | 2.43%-0.7pp | 24.41%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $5,440 | $2,335+133.0% | $2,689+102.3% | $1,882+189.1% |
| Participant deferral / active EE | $4,277 | $2,794+53.1% | $3,162+35.3% | $3,022+41.5% |
| Admin fee / account holder | $0 | $295-99.9% | $3,357-100.0% | $592-99.9% |