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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $920 |
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 | $43,283 | $73,638-41.2% | $95,960-54.9% | $73,493-41.1% |
| Participation rate | 72.7% | 76.2%-3.4pp | 77.1%-4.4pp | 70.7%+2.0pp |
| Annual return | 13.76% | 16.78%-3.0pp | 91.63%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,574 | $1,863-15.5% | $2,541-38.1% | $2,270-30.7% |
| Participant deferral / active EE | $2,486 | $3,617-31.3% | $4,167-40.3% | $3,740-33.5% |
| Admin fee / account holder | $43 | $482-91.0% | $6,797-99.4% | $513-91.5% |