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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,754 |
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 | $57,066 | $61,660-7.5% | $80,022-28.7% | $64,173-11.1% |
| Participation rate | 95.0% | 71.7%+23.3pp | 75.8%+19.2pp | 69.6%+25.4pp |
| Annual return | -5.89% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,110 | $1,810+16.6% | $2,468-14.5% | $2,381-11.4% |
| Participant deferral / active EE | $4,517 | $2,968+52.2% | $3,686+22.6% | $3,470+30.2% |
| Admin fee / account holder | $25 | $5,417-99.5% | $6,521-99.6% | $4,887-99.5% |