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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,700 |
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 | $42,460 | $70,002-39.3% | $115,038-63.1% | $52,331-18.9% |
| Participation rate | 99.5% | 72.1%+27.4pp | 81.4%+18.1pp | 68.1%+31.4pp |
| Annual return | -1.20% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $4,308 | $2,715+58.7% | $4,608-6.5% | $1,882+128.9% |
| Participant deferral / active EE | $4,669 | $4,920-5.1% | $6,026-22.5% | $3,022+54.5% |
| Admin fee / account holder | $13 | $566-97.7% | $8,175-99.8% | $592-97.8% |