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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $290 |
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 | $54,137 | $80,753-33.0% | $136,298-60.3% | $62,293-13.1% |
| Participation rate | 76.5% | 73.5%+2.9pp | 81.9%-5.5pp | 69.5%+7.0pp |
| Annual return | 21.72% | 35.83%-14.1pp | 5156.27%-5134.6pp | 28.90%-7.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,137 | $5,164-19.9% | $6,247-33.8% | $3,169+30.6% |
| Admin fee / account holder | $22 | $525-95.8% | $9,244-99.8% | $479-95.4% |