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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $5,878 |
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 | $33,084 | $42,546-22.2% | $71,796-53.9% | $55,167-40.0% |
| Participation rate | 72.5% | 59.1%+13.3pp | 69.1%+3.4pp | 69.0%+3.5pp |
| Annual return | 13.01% | 12.36%+0.7pp | 78.04%-65.0pp | 169.23%-156.2pp |
| Employer contribution / active EE | $563 | $803-29.9% | $1,924-70.7% | $1,963-71.3% |
| Participant deferral / active EE | $2,310 | $2,064+11.9% | $2,794-17.3% | $3,054-24.4% |
| Admin fee / account holder | $35 | $650-94.6% | $4,815-99.3% | $504-93.0% |