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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $650 |
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 | $55,088 | $41,377+33.1% | $109,313-49.6% | $62,881-12.4% |
| Participation rate | 96.7% | 57.5%+39.1pp | 71.3%+25.4pp | 69.3%+27.4pp |
| Annual return | 6.90% | 11.05%-4.1pp | 22.07%-15.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,176 | $1,276-7.8% | $3,892-69.8% | $2,281-48.4% |
| Participant deferral / active EE | $3,050 | $2,045+49.1% | $3,166-3.7% | $3,203-4.8% |
| Admin fee / account holder | $200 | $2,884-93.1% | $5,666-96.5% | $4,296-95.3% |