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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $50 |
Service code 15 | Recordkeeping | $0 |
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 | $56,319 | $75,962-25.9% | $154,108-63.5% | $64,173-12.2% |
| Participation rate | 87.9% | 70.4%+17.5pp | 83.0%+4.9pp | 69.6%+18.3pp |
| Annual return | -5.90% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,803 | $3,350-46.2% | $5,298-66.0% | $2,381-24.3% |
| Participant deferral / active EE | $3,267 | $3,175+2.9% | $5,081-35.7% | $3,470-5.9% |
| Admin fee / account holder | $243 | $5,589-95.6% | $13,411-98.2% | $4,887-95.0% |