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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $727 |
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 | $37,295 | $65,376-43.0% | $87,102-57.2% | $65,185-42.8% |
| Participation rate | 86.9% | 75.3%+11.6pp | 76.9%+10.0pp | 70.2%+16.7pp |
| Annual return | 23.66% | 31.27%-7.6pp | 28.19%-4.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $2,361 | $1,822+29.6% | $2,521-6.3% | $2,177+8.5% |
| Participant deferral / active EE | $4,533 | $3,388+33.8% | $4,048+12.0% | $3,514+29.0% |
| Admin fee / account holder | $11 | $520-98.0% | $7,491-99.9% | $847-98.7% |