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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,988 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,019 |
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 | $38,450 | $80,753-52.4% | $136,298-71.8% | $62,293-38.3% |
| Participation rate | 82.2% | 73.5%+8.6pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 16.20% | 35.83%-19.6pp | 5156.27%-5140.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,364 | $2,884-52.7% | $4,696-71.0% | $2,042-33.2% |
| Participant deferral / active EE | $3,591 | $5,164-30.5% | $6,247-42.5% | $3,169+13.3% |
| Admin fee / account holder | $112 | $525-78.7% | $9,244-98.8% | $479-76.6% |