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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $35,567 |
Participant contribution per participant 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 | $24,353 | $37,196-34.5% | $154,108-84.2% | $55,725-56.3% |
| Participation rate | 83.4% | 64.1%+19.3pp | 83.0%+0.4pp | 70.9%+12.5pp |
| Annual return | -1.59% | 1319.68%-1321.3pp | 735.21%-736.8pp | 244.93%-246.5pp |
| Employer contribution / active EE | $1,818 | $1,614+12.6% | $5,298-65.7% | $2,078-12.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $102-94.7% | $13,411-100.0% | $115-95.3% |