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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,775 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $153,133 | $73,102+109.5% | $123,553+23.9% | $56,289+172.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.96% | 3.01%-9.0pp | 119.21%-125.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $15,367 | $2,977+416.2% | $4,628+232.0% | $2,111+627.9% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $61 | $554-88.9% | $9,284-99.3% | $521-88.2% |