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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $43,822 |
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 | $56,069 | $73,102-23.3% | $123,549-54.6% | $56,287-0.4% |
| Participation rate | 87.7% | 74.3%+13.4pp | 82.3%+5.4pp | 69.9%+17.8pp |
| Annual return | -6.71% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,757 | $2,977-7.4% | $4,628-40.4% | $2,111+30.6% |
| Participant deferral / active EE | $6,047 | $5,423+11.5% | $6,426-5.9% | $3,350+80.5% |
| Admin fee / account holder | $292 | $554-47.2% | $9,284-96.9% | $521-43.9% |