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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 37-1122831 | Plan Administrator | $10,055 |
Service code 10 · EIN 36-2664260 | Accounting | $9,500 |
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 | $95,806 | $51,447+86.2% | $104,639-8.4% | $73,412+30.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.1%+25.9pp | 72.2%+27.8pp |
| Annual return | 17.61% | 25.06%-7.5pp | 340.67%-323.1pp | 59.30%-41.7pp |
| Employer contribution / active EE | $2,521 | $1,441+74.9% | $2,682-6.0% | $2,234+12.9% |
| Participant deferral / active EE | $4,695 | $3,058+53.5% | $3,738+25.6% | $3,806+23.4% |
| Admin fee / account holder | $40 | $122-67.2% | $6,465-99.4% | $158-74.7% |