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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,488 |
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 | $51,795 | $69,305-25.3% | $82,313-37.1% | $69,631-25.6% |
| Participation rate | 77.8% | 80.3%-2.4pp | 76.9%+0.9pp | 70.7%+7.1pp |
| Annual return | 15.39% | 21.47%-6.1pp | 25.88%-10.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,680 | $1,887-11.0% | $2,428-30.8% | $2,032-17.4% |
| Participant deferral / active EE | $2,761 | $3,568-22.6% | $3,706-25.5% | $3,224-14.3% |
| Admin fee / account holder | $52 | $97-46.2% | $5,608-99.1% | $110-52.7% |