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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $48,804 |
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 | $32,287 | $58,888-45.2% | $178,499-81.9% | $73,493-56.1% |
| Participation rate | 73.3% | 66.2%+7.1pp | 81.9%-8.6pp | 70.7%+2.7pp |
| Annual return | 17.05% | 24.86%-7.8pp | 151.10%-134.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,089 | $2,236-51.3% | $5,011-78.3% | $2,270-52.0% |
| Participant deferral / active EE | $2,179 | $2,568-15.1% | $5,202-58.1% | $3,740-41.7% |
| Admin fee / account holder | $5 | $400-98.9% | $13,986-100.0% | $513-99.1% |