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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50 |
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 | $84,718 | $43,550+94.5% | $63,517+33.4% | $52,331+61.9% |
| Participation rate | 99.3% | 65.7%+33.6pp | 71.0%+28.3pp | 68.1%+31.2pp |
| Annual return | 1.92% | 2.03%-0.1pp | -70.30%+72.2pp | 4.54%-2.6pp |
| Employer contribution / active EE | $3,161 | $1,351+133.9% | $2,322+36.1% | $1,882+68.0% |
| Participant deferral / active EE | $2,628 | $2,254+16.6% | $2,953-11.0% | $3,022-13.1% |
| Admin fee / account holder | $0 | $387-99.9% | $5,892-100.0% | $592-99.9% |