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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,249 |
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 | $33,614 | $52,967-36.5% | $172,753-80.5% | $65,186-48.4% |
| Participation rate | 70.8% | 66.2%+4.6pp | 82.6%-11.9pp | 70.2%+0.6pp |
| Annual return | 19.79% | 30.12%-10.3pp | 803.00%-783.2pp | 29.39%-9.6pp |
| Employer contribution / active EE | $570 | $2,190-74.0% | $5,144-88.9% | $2,177-73.8% |
| Participant deferral / active EE | $2,348 | $2,471-5.0% | $5,198-54.8% | $3,514-33.2% |
| Admin fee / account holder | $8 | $472-98.4% | $13,956-99.9% | $847-99.1% |