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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $52,375 |
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 | $110,513 | $43,344+155.0% | $59,899+84.5% | $64,173+72.2% |
| Participation rate | 91.5% | 69.2%+22.3pp | 74.7%+16.8pp | 69.6%+21.9pp |
| Annual return | 9.90% | -1.55%+11.5pp | 3.46%+6.4pp | 7.63%+2.3pp |
| Employer contribution / active EE | $8,499 | $2,030+318.8% | $2,723+212.2% | $2,381+257.0% |
| Participant deferral / active EE | $2,813 | $2,547+10.4% | $3,402-17.3% | $3,470-18.9% |
| Admin fee / account holder | $8 | $3,008-99.7% | $3,592-99.8% | $4,887-99.8% |