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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $90,987 |
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 | $63,376 | $52,293+21.2% | $178,498-64.5% | $73,412-13.7% |
| Participation rate | 84.1% | 65.3%+18.8pp | 81.9%+2.2pp | 72.2%+11.9pp |
| Annual return | 19.38% | 34.75%-15.4pp | 151.09%-131.7pp | 59.30%-39.9pp |
| Employer contribution / active EE | $1,451 | $1,735-16.4% | $5,011-71.0% | $2,234-35.0% |
| Participant deferral / active EE | $2,925 | $2,332+25.4% | $5,202-43.8% | $3,806-23.1% |
| Admin fee / account holder | $200 | $127+57.0% | $13,985-98.6% | $158+26.7% |