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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,568 |
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 | $24,922 | $63,156-60.5% | $122,354-79.6% | $62,293-60.0% |
| Participation rate | 93.6% | 60.0%+33.6pp | 71.6%+21.9pp | 69.5%+24.1pp |
| Annual return | 15.53% | 20.61%-5.1pp | 30.28%-14.7pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,859 | $1,385+34.3% | $4,051-54.1% | $2,042-9.0% |
| Participant deferral / active EE | $2,282 | $2,321-1.7% | $3,287-30.6% | $3,169-28.0% |
| Admin fee / account holder | $5 | $440-98.9% | $5,479-99.9% | $479-99.0% |