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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,752 |
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 | $25,867 | $47,977-46.1% | $154,108-83.2% | $56,289-54.0% |
| Participation rate | 72.1% | 66.2%+5.9pp | 83.0%-10.9pp | 69.9%+2.2pp |
| Annual return | -3.28% | 3.54%-6.8pp | 735.21%-738.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,878 | $2,169-13.4% | $5,298-64.5% | $2,111-11.0% |
| Participant deferral / active EE | $1,731 | $2,392-27.6% | $5,081-65.9% | $3,350-48.3% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.1% |