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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,151 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | -1.35% | -1.73%+0.4pp | -3.43%+2.1pp | -7.14%+5.8pp |
| Employer contribution / active EE | $4,118 | $18,310-77.5% | $25,607-83.9% | $14,613-71.8% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |