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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,978 |
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 | $55,879 | $87,834-36.4% | $133,975-58.3% | $62,881-11.1% |
| Participation rate | 86.5% | 83.4%+3.1pp | 87.1%-0.6pp | 69.3%+17.2pp |
| Annual return | 10.24% | 12.05%-1.8pp | 29.29%-19.1pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,919 | $3,482-44.9% | $5,211-63.2% | $2,281-15.9% |
| Participant deferral / active EE | $4,174 | $4,812-13.2% | $6,282-33.5% | $3,203+30.3% |
| Admin fee / account holder | $15 | $5,372-99.7% | $9,324-99.8% | $4,296-99.6% |