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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,567 | $64,909+1.0% | $82,313-20.3% | $62,292+5.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.10% | 21.18%-8.1pp | 25.88%-12.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $3,043 | $1,676+81.6% | $2,428+25.3% | $2,042+49.0% |
| Participant deferral / active EE | $1,657 | $3,103-46.6% | $3,706-55.3% | $3,169-47.7% |
| Admin fee / account holder | $130 | $440-70.4% | $5,608-97.7% | $479-72.8% |