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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 56-2375265 | Recordkeeping | $9,046 |
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 | $147,875 | $136,307+8.5% | $177,840-16.8% | $73,493+101.2% |
| Participation rate | 88.8% | 86.1%+2.7pp | 87.7%+1.0pp | 70.7%+18.1pp |
| Annual return | 18.03% | 18.68%-0.6pp | 48.32%-30.3pp | 28.51%-10.5pp |
| Employer contribution / active EE | $8,306 | $3,712+123.8% | $5,919+40.3% | $2,270+265.9% |
| Participant deferral / active EE | $15,842 | $5,829+171.8% | $7,714+105.4% | $3,740+323.6% |
| Admin fee / account holder | $36 | $596-93.9% | $12,431-99.7% | $513-93.0% |