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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,745 |
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 | $78,090 | $79,523-1.8% | $140,019-44.2% | $56,287+38.7% |
| Participation rate | 84.5% | 85.7%-1.2pp | 87.5%-3.0pp | 69.9%+14.6pp |
| Annual return | -5.40% | 2.39%-7.8pp | 651.15%-656.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,690 | $3,350-19.7% | $5,605-52.0% | $2,111+27.4% |
| Participant deferral / active EE | $5,597 | $5,129+9.1% | $6,927-19.2% | $3,350+67.1% |
| Admin fee / account holder | $13 | $614-97.9% | $10,705-99.9% | $521-97.5% |