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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,000 |
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 | $64,740 | $55,449+16.8% | $83,830-22.8% | $56,287+15.0% |
| Participation rate | 98.7% | 68.0%+30.7pp | 76.1%+22.5pp | 69.9%+28.8pp |
| Annual return | -4.56% | -1.38%-3.2pp | 850.97%-855.5pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,197 | $2,430-50.7% | $3,631-67.0% | $2,111-43.3% |
| Participant deferral / active EE | $5,657 | $2,935+92.7% | $4,082+38.6% | $3,350+68.9% |
| Admin fee / account holder | $20 | $656-97.0% | $5,479-99.6% | $521-96.2% |