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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,500 |
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 | $61,868 | $50,464+22.6% | $75,784-18.4% | $52,331+18.2% |
| Participation rate | 88.2% | 66.8%+21.4pp | 75.8%+12.4pp | 68.1%+20.1pp |
| Annual return | -0.24% | 1.03%-1.3pp | 9.68%-9.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,312 | $1,988-34.0% | $3,323-60.5% | $1,882-30.3% |
| Participant deferral / active EE | $5,264 | $2,570+104.8% | $3,652+44.2% | $3,022+74.2% |
| Admin fee / account holder | $97 | $1,103-91.2% | $5,300-98.2% | $592-83.6% |