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| Provider | Service type | Compensation |
|---|---|---|
ISC ADVISORS INC2 years Filed as: ISC ADVISORS,INC Service code 15 3500 OAK LAWN · DALLAS, TX 75219 | Recordkeeping | $32,813 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,911 |
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 | $77,820 | $89,652-13.2% | $141,191-44.9% | $65,185+19.4% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.5%+2.9pp | 70.2%+15.1pp |
| Annual return | 24.72% | 32.79%-8.1pp | 71.41%-46.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $2,862 | $3,065-6.6% | $4,736-39.6% | $2,177+31.5% |
| Participant deferral / active EE | $7,717 | $5,691+35.6% | $6,710+15.0% | $3,514+119.6% |
| Admin fee / account holder | $300 | $569-47.3% | $10,264-97.1% | $847-64.6% |