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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $710 |
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 | $71,536 | $46,877+52.6% | $122,354-41.5% | $70,126+2.0% |
| Participation rate | 89.6% | 58.2%+31.4pp | 71.6%+17.9pp | 69.5%+20.0pp |
| Annual return | 19.71% | 24.22%-4.5pp | 30.28%-10.6pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,295 | $1,288+0.5% | $4,051-68.0% | $2,343-44.7% |
| Participant deferral / active EE | $2,842 | $2,167+31.1% | $3,287-13.5% | $3,332-14.7% |
| Admin fee / account holder | $251 | $3,324-92.5% | $5,479-95.4% | $4,645-94.6% |