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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $14,097 |
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 | $23,717 | $47,977-50.6% | $154,108-84.6% | $56,289-57.9% |
| Participation rate | 75.5% | 66.2%+9.4pp | 83.0%-7.5pp | 69.9%+5.7pp |
| Annual return | -4.60% | 3.54%-8.1pp | 735.21%-739.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $919 | $2,169-57.6% | $5,298-82.7% | $2,111-56.5% |
| Participant deferral / active EE | $1,413 | $2,392-40.9% | $5,081-72.2% | $3,350-57.8% |
| Admin fee / account holder | $88 | $438-80.0% | $13,411-99.3% | $521-83.2% |