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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 | $88,144 | $46,072+91.3% | $69,779+26.3% | $55,167+59.8% |
| Participation rate | 95.6% | 67.5%+28.1pp | 71.8%+23.7pp | 69.0%+26.6pp |
| Annual return | 7.57% | 8.68%-1.1pp | 12.99%-5.4pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,402 | $1,500+126.8% | $2,338+45.5% | $1,963+73.4% |
| Participant deferral / active EE | $2,729 | $2,344+16.4% | $2,931-6.9% | $3,054-10.7% |
| Admin fee / account holder | $0 | $428-99.9% | $4,381-100.0% | $504-99.9% |