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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 37-1122831 | Plan Administrator | $12,073 |
Service code 10 · EIN 36-2664260 | Accounting | $9,466 |
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 | $80,480 | $42,901+87.6% | $91,227-11.8% | $64,824+24.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 73.2%+26.8pp | 71.5%+28.5pp |
| Annual return | -14.15% | -13.53%-0.6pp | 114.14%-128.3pp | 32.84%-47.0pp |
| Employer contribution / active EE | $2,679 | $1,571+70.5% | $2,851-6.1% | $2,507+6.8% |
| Participant deferral / active EE | $4,872 | $3,501+39.2% | $4,234+15.1% | $4,311+13.0% |
| Admin fee / account holder | $40 | $131-69.3% | $5,423-99.3% | $188-78.6% |