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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $89,639 |
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 | $109,734 | $94,833+15.7% | $75,731+44.9% | $86,821+26.4% |
| Participation rate | 93.4% | 79.1%+14.3pp | 74.8%+18.6pp | 72.3%+21.1pp |
| Annual return | 15.49% | 16.91%-1.4pp | 104.65%-89.2pp | 97.94%-82.4pp |
| Employer contribution / active EE | $4,317 | $2,904+48.7% | $2,743+57.4% | $2,406+79.4% |
| Participant deferral / active EE | $4,981 | $3,632+37.1% | $3,820+30.4% | $4,132+20.6% |
| Admin fee / account holder | $4 | $109-96.5% | $3,620-99.9% | $170-97.8% |