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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,895 |
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 | $57,309 | $75,284-23.9% | $91,004-37.0% | $69,631-17.7% |
| Participation rate | 72.0% | 80.4%-8.4pp | 75.6%-3.6pp | 70.7%+1.3pp |
| Annual return | 83.26% | 48.40%+34.9pp | 4.60%+78.7pp | 27571.02%-27487.8pp |
| Employer contribution / active EE | $956 | $2,473-61.3% | $2,456-61.1% | $2,032-53.0% |
| Participant deferral / active EE | $3,486 | $3,700-5.8% | $3,548-1.7% | $3,224+8.1% |
| Admin fee / account holder | $8 | $111-92.8% | $5,417-99.9% | $110-92.7% |