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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $19,741 |
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 | $41,579 | $66,124-37.1% | $90,461-54.0% | $73,497-43.4% |
| Participation rate | 94.7% | 69.7%+25.0pp | 72.7%+22.0pp | 70.7%+24.0pp |
| Annual return | 15.27% | 17.65%-2.4pp | 1294.76%-1279.5pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,901 | $2,346+23.7% | $3,264-11.1% | $2,270+27.8% |
| Participant deferral / active EE | $1,150 | $3,039-62.1% | $3,964-71.0% | $3,740-69.2% |
| Admin fee / account holder | $104 | $396-73.7% | $5,617-98.1% | $513-79.7% |