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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $7,118 |
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 | $32,875 | $55,790-41.1% | $76,667-57.1% | $67,582-51.4% |
| Participation rate | 78.5% | 71.1%+7.4pp | 72.1%+6.4pp | 71.3%+7.2pp |
| Annual return | 21.26% | 64.45%-43.2pp | 1166.74%-1145.5pp | 378.57%-357.3pp |
| Employer contribution / active EE | $1,440 | $1,810-20.4% | $2,303-37.5% | $2,148-32.9% |
| Participant deferral / active EE | $2,257 | $2,875-21.5% | $3,336-32.3% | $3,539-36.2% |
| Admin fee / account holder | $27 | $159-83.1% | $6,423-99.6% | $142-81.1% |