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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 71-0294708 | Accounting | $11,221 |
KEYSTONE 401(K), LLC2 years Service code 13 · EIN 83-1741966 | Contract Administrator | $7,440 |
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 | $46,906 | $78,419-40.2% | $133,978-65.0% | $73,412-36.1% |
| Participation rate | 88.6% | 78.6%+10.0pp | 79.8%+8.7pp | 72.2%+16.4pp |
| Annual return | 15.74% | 33.35%-17.6pp | 45.10%-29.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $1,866 | $2,044-8.7% | $3,919-52.4% | $2,234-16.4% |
| Participant deferral / active EE | $3,846 | $3,925-2.0% | $5,047-23.8% | $3,806+1.0% |
| Admin fee / account holder | $57 | $161-64.4% | $8,930-99.4% | $158-63.7% |