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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $24 |
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 | $83,786 | $80,753+3.8% | $136,297-38.5% | $62,293+34.5% |
| Participation rate | 84.5% | 73.5%+10.9pp | 81.9%+2.6pp | 69.5%+15.0pp |
| Annual return | 19.17% | 35.83%-16.7pp | 5156.19%-5137.0pp | 28.90%-9.7pp |
| Employer contribution / active EE | $2,809 | $2,884-2.6% | $4,696-40.2% | $2,042+37.5% |
| Participant deferral / active EE | $5,955 | $5,164+15.3% | $6,247-4.7% | $3,169+87.9% |
| Admin fee / account holder | $128 | $525-75.7% | $9,244-98.6% | $479-73.4% |