| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $233,410 |
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 | $55,637 | $56,095-0.8% | $178,510-68.8% | $90,274-38.4% |
| Participation rate | 88.3% | 65.6%+22.7pp | 81.9%+6.3pp | 73.4%+14.9pp |
| Annual return | 14.41% | 28.81%-14.4pp | 151.13%-136.7pp | 53.97%-39.6pp |
| Employer contribution / active EE | $839 | $1,572-46.6% | $5,011-83.3% | $2,523-66.7% |
| Participant deferral / active EE | $3,988 | $2,669+49.4% | $5,202-23.4% | $4,231-5.7% |
| Admin fee / account holder | $109 | $101+8.7% | $13,988-99.2% | $114-4.0% |