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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 06-1050034 | Recordkeeping fees; Participant commu... | $65,014 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | 1.31% | 3.99%-2.7pp | 4.36%-3.0pp | 10.56%-9.3pp |
| Employer contribution / active EE | $45,204 | $11,621+289.0% | $27,383+65.1% | $13,643+231.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |