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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $23,828 |
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 | $74,315 | $48,570+53.0% | $130,660-43.1% | $72,976+1.8% |
| Participation rate | 93.5% | 58.6%+34.9pp | 71.7%+21.7pp | 69.5%+24.0pp |
| Annual return | 21.05% | 38.63%-17.6pp | 1709.29%-1688.2pp | 81.02%-60.0pp |
| Employer contribution / active EE | $816 | $1,334-38.8% | $4,092-80.1% | $2,440-66.6% |
| Participant deferral / active EE | $2,840 | $2,384+19.1% | $3,603-21.2% | $3,608-21.3% |
| Admin fee / account holder | $228 | $3,549-93.6% | $5,463-95.8% | $5,124-95.5% |