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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,475 |
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 | $96,384 | $66,302+45.4% | $110,243-12.6% | $56,287+71.2% |
| Participation rate | 87.1% | 74.9%+12.2pp | 79.8%+7.3pp | 69.9%+17.3pp |
| Annual return | -4.98% | -1.18%-3.8pp | 314.76%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,409 | $2,047+17.6% | $3,827-37.1% | $2,111+14.1% |
| Participant deferral / active EE | $3,776 | $3,381+11.7% | $4,672-19.2% | $3,350+12.7% |
| Admin fee / account holder | $48 | $698-93.1% | $8,548-99.4% | $521-90.7% |