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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $493 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,531 | $41,854+66.1% | $73,836-5.8% | $52,331+32.9% |
| Participation rate | 98.5% | 66.2%+32.3pp | 73.4%+25.1pp | 68.1%+30.4pp |
| Annual return | -2.01% | 2.11%-4.1pp | 2268.06%-2270.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $8,961 | $1,920+366.7% | $2,787+221.5% | $1,882+376.2% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |