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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $513 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,062 | $60,795-1.2% | $69,483-13.6% | $65,186-7.9% |
| Participation rate | 76.4% | 74.9%+1.6pp | 74.6%+1.8pp | 70.2%+6.2pp |
| Annual return | 18.11% | 17.46%+0.6pp | 28.99%-10.9pp | 29.39%-11.3pp |
| Employer contribution / active EE | $2,467 | $2,452+0.6% | $2,780-11.2% | $2,177+13.3% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $314-99.5% | $3,841-100.0% | $847-99.8% |