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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,923 |
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 | $54,678 | $54,380+0.5% | $68,509-20.2% | $59,633-8.3% |
| Participation rate | 97.3% | 70.2%+27.1pp | 74.7%+22.6pp | 68.7%+28.7pp |
| Annual return | -1.63% | 2.83%-4.5pp | 8.27%-9.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $2,245 | $1,539+45.9% | $2,278-1.4% | $2,203+1.9% |
| Participant deferral / active EE | $4,256 | $2,643+61.0% | $3,382+25.8% | $3,192+33.4% |
| Admin fee / account holder | $26 | $3,885-99.3% | $5,275-99.5% | $4,297-99.4% |