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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,077 |
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 | $64,843 | $81,208-20.2% | $98,920-34.4% | $79,856-18.8% |
| Participation rate | 98.9% | 72.5%+26.4pp | 76.0%+22.9pp | 69.6%+29.3pp |
| Annual return | 10.83% | 60.99%-50.2pp | 196.47%-185.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,570 | $1,960+31.2% | $2,689-4.4% | $2,471+4.0% |
| Participant deferral / active EE | $5,244 | $3,265+60.6% | $4,245+23.5% | $3,741+40.2% |
| Admin fee / account holder | $23 | $6,013-99.6% | $6,643-99.6% | $5,306-99.6% |