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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $152 |
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 | $23,574 | $73,102-67.8% | $123,552-80.9% | $56,287-58.1% |
| Participation rate | 94.0% | 74.3%+19.7pp | 82.3%+11.7pp | 69.9%+24.2pp |
| Annual return | -4.76% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,433 | $2,977-51.9% | $4,628-69.0% | $2,111-32.1% |
| Participant deferral / active EE | $2,212 | $5,423-59.2% | $6,426-65.6% | $3,350-34.0% |
| Admin fee / account holder | $25 | $554-95.6% | $9,285-99.7% | $521-95.3% |