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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 | $62,790 | $73,102-14.1% | $123,553-49.2% | $56,289+11.6% |
| Participation rate | 99.2% | 74.3%+24.9pp | 82.3%+16.9pp | 69.9%+29.3pp |
| Annual return | -6.15% | 3.01%-9.2pp | 119.21%-125.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $5,579 | $2,977+87.4% | $4,628+20.5% | $2,111+164.2% |
| Participant deferral / active EE | $6,322 | $5,423+16.6% | $6,426-1.6% | $3,350+88.7% |
| Admin fee / account holder | $13 | $554-97.6% | $9,284-99.9% | $521-97.4% |