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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,827 |
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 | $79,192 | $79,523-0.4% | $140,019-43.4% | $56,287+40.7% |
| Participation rate | 98.2% | 85.7%+12.5pp | 87.5%+10.7pp | 69.9%+28.3pp |
| Annual return | -1.68% | 2.39%-4.1pp | 651.15%-652.8pp | -9.96%+8.3pp |
| Employer contribution / active EE | $6,398 | $3,350+91.0% | $5,605+14.1% | $2,111+203.1% |
| Participant deferral / active EE | $7,160 | $5,129+39.6% | $6,927+3.4% | $3,350+113.7% |
| Admin fee / account holder | $15 | $614-97.6% | $10,705-99.9% | $521-97.2% |