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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $790 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,499 | $80,753+52.9% | $136,294-9.4% | $62,292+98.3% |
| Participation rate | 84.5% | 73.5%+10.9pp | 81.9%+2.5pp | 69.5%+15.0pp |
| Annual return | 12.86% | 35.83%-23.0pp | 5155.94%-5143.1pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,927 | $2,884-33.2% | $4,695-59.0% | $2,042-5.6% |
| Participant deferral / active EE | $5,006 | $5,164-3.1% | $6,247-19.9% | $3,169+58.0% |
| Admin fee / account holder | $7 | $525-98.6% | $9,243-99.9% | $479-98.5% |