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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,714 |
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 | $68,864 | $88,324-22.0% | $115,038-40.1% | $55,191+24.8% |
| Participation rate | 99.4% | 72.5%+26.9pp | 81.4%+18.1pp | 69.2%+30.3pp |
| Annual return | 1.95% | 6.30%-4.4pp | 26.14%-24.2pp | 10.78%-8.8pp |
| Employer contribution / active EE | $2,795 | $2,805-0.4% | $4,608-39.4% | $1,899+47.2% |
| Participant deferral / active EE | $8,127 | $5,042+61.2% | $6,026+34.9% | $3,046+166.8% |
| Admin fee / account holder | $108 | $105+2.8% | $8,175-98.7% | $91+19.3% |