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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 23-0559393 | Plan Administrator | $10,286 |
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 | $36,963 | $69,383-46.7% | $101,275-63.5% | $73,497-49.7% |
| Participation rate | 81.1% | 68.4%+12.8pp | 75.8%+5.3pp | 70.7%+10.5pp |
| Annual return | 21.90% | 18.46%+3.4pp | 46.48%-24.6pp | 28.51%-6.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,491 | $3,301+5.8% | $4,371-20.1% | $3,740-6.7% |
| Admin fee / account holder | $118 | $704-83.2% | $5,948-98.0% | $513-77.0% |