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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,504 |
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 | $59,217 | $64,909-8.8% | $82,313-28.1% | $62,293-4.9% |
| Participation rate | 99.1% | 74.9%+24.2pp | 76.9%+22.2pp | 69.5%+29.6pp |
| Annual return | 13.48% | 21.18%-7.7pp | 25.88%-12.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $2,571 | $1,676+53.4% | $2,428+5.9% | $2,042+25.9% |
| Participant deferral / active EE | $2,974 | $3,103-4.2% | $3,706-19.8% | $3,169-6.2% |
| Admin fee / account holder | $5 | $440-98.8% | $5,608-99.9% | $479-98.9% |