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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 37-1122831 | Plan Administrator | $10,145 |
Service code 10 · EIN 36-2664260 | Accounting | $7,745 |
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 | $89,023 | $44,734+99.0% | $99,479-10.5% | $67,582+31.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.8%+26.2pp | 71.3%+28.7pp |
| Annual return | 24.48% | 32.45%-8.0pp | 30.72%-6.2pp | 378.57%-354.1pp |
| Employer contribution / active EE | $2,403 | $1,261+90.6% | $2,540-5.4% | $2,148+11.9% |
| Participant deferral / active EE | $4,321 | $2,731+58.2% | $3,619+19.4% | $3,539+22.1% |
| Admin fee / account holder | $39 | $120-67.4% | $6,253-99.4% | $142-72.6% |