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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $782 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,838 | $58,879-74.8% | $178,490-91.7% | $73,488-79.8% |
| Participation rate | 70.4% | 66.2%+4.2pp | 81.9%-11.5pp | 70.7%-0.3pp |
| Annual return | 2.58% | 24.86%-22.3pp | 151.07%-148.5pp | 28.51%-25.9pp |
| Employer contribution / active EE | $828 | $2,236-63.0% | $5,011-83.5% | $2,270-63.5% |
| Participant deferral / active EE | $987 | $2,567-61.6% | $5,202-81.0% | $3,740-73.6% |
| Admin fee / account holder | $30 | $400-92.4% | $13,984-99.8% | $513-94.1% |