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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $904 |
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 | $24,588 | $75,183-67.3% | $123,894-80.2% | $55,167-55.4% |
| Participation rate | 88.8% | 72.8%+15.9pp | 81.4%+7.3pp | 69.0%+19.8pp |
| Annual return | 7.63% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,930 | $2,823-31.6% | $4,617-58.2% | $1,963-1.7% |
| Participant deferral / active EE | $4,179 | $5,084-17.8% | $5,984-30.2% | $3,054+36.8% |
| Admin fee / account holder | $40 | $663-93.9% | $8,357-99.5% | $504-92.0% |