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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $76,486 |
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 | $32,499 | $46,732-30.5% | $156,551-79.2% | $55,167-41.1% |
| Participation rate | 94.0% | 65.8%+28.2pp | 84.0%+9.9pp | 69.0%+25.0pp |
| Annual return | 11.56% | 17.72%-6.2pp | 32.23%-20.7pp | 169.23%-157.7pp |
| Employer contribution / active EE | $2,772 | $2,105+31.7% | $5,501-49.6% | $1,963+41.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $44 | $418-89.5% | $13,028-99.7% | $504-91.3% |