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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $50,901 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,721 | $45,073+136.8% | $69,455+53.7% | $72,985+46.2% |
| Participation rate | 96.4% | 68.5%+27.9pp | 74.6%+21.8pp | 69.5%+26.9pp |
| Annual return | 4.80% | 22.65%-17.8pp | 28.97%-24.2pp | 81.00%-76.2pp |
| Employer contribution / active EE | $11,033 | $2,054+437.2% | $2,779+297.0% | $2,440+352.2% |
| Participant deferral / active EE | $4,152 | $2,602+59.6% | $3,535+17.4% | $3,607+15.1% |
| Admin fee / account holder | $7 | $3,056-99.8% | $3,839-99.8% | $5,124-99.9% |