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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $992 |
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 | $40,749 | $65,376-37.7% | $87,102-53.2% | $65,185-37.5% |
| Participation rate | 84.1% | 75.3%+8.7pp | 76.9%+7.2pp | 70.2%+13.9pp |
| Annual return | 21.79% | 31.27%-9.5pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,569 | $1,822-13.9% | $2,521-37.8% | $2,177-27.9% |
| Participant deferral / active EE | $2,553 | $3,388-24.7% | $4,048-36.9% | $3,514-27.4% |
| Admin fee / account holder | $33 | $520-93.7% | $7,491-99.6% | $847-96.1% |