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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,234 |
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 | $106,732 | $71,192+49.9% | $117,861-9.4% | $62,293+71.3% |
| Participation rate | 85.6% | 74.2%+11.3pp | 79.7%+5.9pp | 69.5%+16.1pp |
| Annual return | 18.19% | 18.66%-0.5pp | 335.11%-316.9pp | 28.90%-10.7pp |
| Employer contribution / active EE | $2,342 | $1,934+21.1% | $3,786-38.1% | $2,042+14.7% |
| Participant deferral / active EE | $3,818 | $3,189+19.7% | $4,482-14.8% | $3,169+20.5% |
| Admin fee / account holder | $14 | $587-97.6% | $8,021-99.8% | $479-97.0% |