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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $984 |
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 | $31,801 | $54,320-41.5% | $67,652-53.0% | $52,331-39.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -1.24% | 6.81%-8.0pp | 6625.40%-6626.6pp | 4.54%-5.8pp |
| Employer contribution / active EE | $518 | $1,544-66.5% | $2,266-77.1% | $1,882-72.5% |
| Participant deferral / active EE | $2,809 | $2,950-4.8% | $3,560-21.1% | $3,022-7.0% |
| Admin fee / account holder | $180 | $527-65.8% | $4,821-96.3% | $592-69.6% |