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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $683 |
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 | $86,416 | $55,002+57.1% | $59,899+44.3% | $56,289+53.5% |
| Participation rate | 98.9% | 75.9%+23.0pp | 74.7%+24.2pp | 69.9%+29.1pp |
| Annual return | -4.73% | 1.13%-5.9pp | 3.46%-8.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $4,630 | $2,448+89.2% | $2,723+70.1% | $2,111+119.3% |
| Participant deferral / active EE | $4,890 | $3,121+56.7% | $3,402+43.7% | $3,350+46.0% |
| Admin fee / account holder | $3 | $236-98.9% | $3,592-99.9% | $521-99.5% |