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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,266 |
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 | $38,495 | $73,102-47.3% | $123,553-68.8% | $56,289-31.6% |
| Participation rate | 86.8% | 74.3%+12.5pp | 82.3%+4.5pp | 69.9%+17.0pp |
| Annual return | -6.30% | 3.01%-9.3pp | 119.21%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $5,245 | $2,977+76.2% | $4,628+13.3% | $2,111+148.4% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $16 | $554-97.1% | $9,284-99.8% | $521-96.9% |