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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,500 |
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 | $91,563 | $46,072+98.7% | $69,779+31.2% | $55,167+66.0% |
| Participation rate | 75.4% | 67.5%+7.9pp | 71.8%+3.5pp | 69.0%+6.4pp |
| Annual return | 6.40% | 8.68%-2.3pp | 12.99%-6.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,792 | $1,500+19.5% | $2,338-23.4% | $1,963-8.7% |
| Participant deferral / active EE | $4,044 | $2,344+72.6% | $2,931+38.0% | $3,054+32.4% |
| Admin fee / account holder | $19 | $428-95.6% | $4,381-99.6% | $504-96.3% |