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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,837 |
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 | $62,221 | $43,730+42.3% | $121,220-48.7% | $64,173-3.0% |
| Participation rate | 91.3% | 58.3%+33.0pp | 71.8%+19.5pp | 69.6%+21.7pp |
| Annual return | -6.16% | 68.94%-75.1pp | 16.94%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $781 | $1,297-39.8% | $4,023-80.6% | $2,381-67.2% |
| Participant deferral / active EE | $2,865 | $2,281+25.6% | $3,345-14.4% | $3,470-17.4% |
| Admin fee / account holder | $230 | $3,502-93.4% | $5,021-95.4% | $4,887-95.3% |