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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 37-1122831 | Plan Administrator | $13,230 |
Service code 10 · EIN 36-2664260 | Accounting | $10,578 |
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 | $107,431 | $55,125+94.9% | $109,907-2.3% | $86,821+23.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 74.2%+25.8pp | 72.3%+27.7pp |
| Annual return | 14.28% | 26.20%-11.9pp | 29.46%-15.2pp | 97.94%-83.7pp |
| Employer contribution / active EE | $2,682 | $1,558+72.1% | $2,844-5.7% | $2,406+11.5% |
| Participant deferral / active EE | $5,046 | $3,337+51.2% | $4,047+24.7% | $4,132+22.1% |
| Admin fee / account holder | $50 | $141-64.5% | $6,069-99.2% | $170-70.5% |