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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $206 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,406 | $75,183-46.3% | $123,894-67.4% | $55,167-26.8% |
| Participation rate | 72.1% | 72.8%-0.8pp | 81.4%-9.4pp | 69.0%+3.1pp |
| Annual return | 11.23% | 19.01%-7.8pp | 47.52%-36.3pp | 169.23%-158.0pp |
| Employer contribution / active EE | $3,867 | $2,823+37.0% | $4,617-16.2% | $1,963+97.0% |
| Participant deferral / active EE | $2,140 | $5,084-57.9% | $5,984-64.2% | $3,054-29.9% |
| Admin fee / account holder | $12 | $663-98.1% | $8,357-99.9% | $504-97.5% |