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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,255 |
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 | $29,726 | $52,967-43.9% | $172,753-82.8% | $65,186-54.4% |
| Participation rate | 90.8% | 66.2%+24.6pp | 82.6%+8.1pp | 70.2%+20.6pp |
| Annual return | 15.27% | 30.12%-14.9pp | 803.00%-787.7pp | 29.39%-14.1pp |
| Employer contribution / active EE | $1,295 | $2,190-40.9% | $5,144-74.8% | $2,177-40.5% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $9 | $472-98.2% | $13,956-99.9% | $847-99.0% |