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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
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 | $76,162 | $85,171-10.6% | $172,752-55.9% | $72,975+4.4% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 21.58% | 27.32%-5.7pp | 802.97%-781.4pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,834 | $3,324-14.7% | $5,144-44.9% | $2,440+16.1% |
| Participant deferral / active EE | $4,394 | $3,260+34.8% | $5,198-15.5% | $3,608+21.8% |
| Admin fee / account holder | $4 | $5,880-99.9% | $13,955-100.0% | $5,124-99.9% |