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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $40,843 |
MARKETING SERVICES1 year Service code 26 · EIN 99-9002026 | Advisory (Participants) | $10,962 |
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 | $29,130 | $56,640-48.6% | $80,977-64.0% | $57,658-49.5% |
| Participation rate | 92.2% | 75.9%+16.3pp | 75.8%+16.4pp | 70.2%+22.0pp |
| Annual return | 21.61% | 19.97%+1.6pp | 17.11%+4.5pp | 5.13%+16.5pp |
| Employer contribution / active EE | $2,766 | $2,085+32.7% | $3,715-25.5% | $1,974+40.1% |
| Participant deferral / active EE | $8,000 | $4,944+61.8% | $5,696+40.4% | $3,061+161.4% |
| Admin fee / account holder | $39 | $87-54.9% | $5,517-99.3% | $95-58.4% |