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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $258 |
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 | $54,581 | $37,117+47.0% | $147,618-63.0% | $55,191-1.1% |
| Participation rate | 95.6% | 63.6%+32.0pp | 84.6%+11.0pp | 69.2%+26.5pp |
| Annual return | 5.82% | 3.44%+2.4pp | 61.98%-56.2pp | 10.78%-5.0pp |
| Employer contribution / active EE | $4,686 | $1,620+189.2% | $5,565-15.8% | $1,899+146.8% |
| Participant deferral / active EE | $4,914 | $1,985+147.5% | $4,895+0.4% | $3,046+61.3% |
| Admin fee / account holder | $1 | $86-99.4% | $11,612-100.0% | $91-99.4% |