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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,200 |
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 | $98,572 | $43,504+126.6% | $68,612+43.7% | $56,289+75.1% |
| Participation rate | 74.6% | 67.8%+6.7pp | 72.2%+2.4pp | 69.9%+4.7pp |
| Annual return | -3.75% | -3.15%-0.6pp | -4.63%+0.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,198 | $1,525+44.1% | $2,625-16.3% | $2,111+4.1% |
| Participant deferral / active EE | $5,110 | $2,509+103.7% | $3,311+54.3% | $3,350+52.5% |
| Admin fee / account holder | $25 | $515-95.1% | $5,131-99.5% | $521-95.2% |