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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $600 |
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 | $51,939 | $75,962-31.6% | $154,108-66.3% | $64,173-19.1% |
| Participation rate | 87.0% | 70.4%+16.6pp | 83.0%+4.0pp | 69.6%+17.4pp |
| Annual return | -2.84% | 30.32%-33.2pp | 735.21%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $4,908 | $3,350+46.5% | $5,298-7.3% | $2,381+106.2% |
| Participant deferral / active EE | $3,650 | $3,175+15.0% | $5,081-28.2% | $3,470+5.2% |
| Admin fee / account holder | $5 | $5,589-99.9% | $13,411-100.0% | $4,887-99.9% |