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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,331 |
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 | $28,396 | $44,221-35.8% | $121,220-76.6% | $56,289-49.6% |
| Participation rate | 94.2% | 61.1%+33.2pp | 71.8%+22.5pp | 69.9%+24.4pp |
| Annual return | -5.12% | -3.58%-1.5pp | 16.94%-22.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,962 | $1,480+32.6% | $4,023-51.2% | $2,111-7.0% |
| Participant deferral / active EE | $2,751 | $2,521+9.1% | $3,345-17.8% | $3,350-17.9% |
| Admin fee / account holder | $7 | $480-98.6% | $5,021-99.9% | $521-98.7% |