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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $370 |
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 | $86,509 | $107,378-19.4% | $108,582-20.3% | $57,658+50.0% |
| Participation rate | 73.9% | 77.1%-3.2pp | 79.6%-5.6pp | 70.2%+3.7pp |
| Annual return | 50.11% | 12.80%+37.3pp | -51.70%+101.8pp | 5.13%+45.0pp |
| Employer contribution / active EE | $1,291 | $1,782-27.5% | $3,758-65.6% | $1,974-34.6% |
| Participant deferral / active EE | $2,250 | $3,221-30.1% | $4,311-47.8% | $3,061-26.5% |
| Admin fee / account holder | $8 | $108-92.2% | $7,645-99.9% | $95-91.1% |