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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,547 |
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 | $13,927 | $43,999-68.3% | $79,466-82.5% | $55,725-75.0% |
| Participation rate | 94.5% | 66.9%+27.6pp | 73.3%+21.2pp | 70.9%+23.7pp |
| Annual return | 7.85% | 1.81%+6.0pp | 718.28%-710.4pp | 244.93%-237.1pp |
| Employer contribution / active EE | $1,558 | $1,830-14.9% | $2,800-44.4% | $2,078-25.0% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $23 | $118-80.3% | $5,104-99.5% | $115-79.9% |