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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $33,193 |
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 | $54,558 | $55,446-1.6% | $155,574-64.9% | $74,429-26.7% |
| Participation rate | 71.4% | 61.9%+9.5pp | 78.2%-6.8pp | 67.2%+4.2pp |
| Annual return | 13.77% | 269.20%-255.4pp | 64.87%-51.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,959 | $2,266-13.5% | $4,676-58.1% | $2,625-25.4% |
| Participant deferral / active EE | $2,446 | $2,836-13.7% | $5,629-56.5% | $4,348-43.7% |
| Admin fee / account holder | $168 | $1,743-90.4% | $15,914-98.9% | $1,944-91.4% |