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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $516 |
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 | $66,866 | $73,102-8.5% | $123,553-45.9% | $56,289+18.8% |
| Participation rate | 82.9% | 74.3%+8.6pp | 82.3%+0.6pp | 69.9%+13.1pp |
| Annual return | -6.49% | 3.01%-9.5pp | 119.21%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,762 | $2,977-40.8% | $4,628-61.9% | $2,111-16.5% |
| Participant deferral / active EE | $4,627 | $5,423-14.7% | $6,426-28.0% | $3,350+38.1% |
| Admin fee / account holder | $56 | $554-90.0% | $9,284-99.4% | $521-89.3% |