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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $45,296 |
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 | $38,926 | $58,895-33.9% | $178,503-78.2% | $73,497-47.0% |
| Participation rate | 71.7% | 66.2%+5.4pp | 81.9%-10.3pp | 70.7%+1.0pp |
| Annual return | 17.42% | 24.86%-7.4pp | 151.12%-133.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $505 | $2,236-77.4% | $5,011-89.9% | $2,270-77.8% |
| Participant deferral / active EE | $2,193 | $2,567-14.6% | $5,202-57.8% | $3,740-41.4% |
| Admin fee / account holder | $6 | $400-98.6% | $13,987-100.0% | $513-98.9% |