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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $916 |
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 | $35,658 | $60,165-40.7% | $74,184-51.9% | $55,167-35.4% |
| Participation rate | 93.7% | 74.2%+19.5pp | 76.6%+17.0pp | 69.0%+24.7pp |
| Annual return | 6.89% | 10.00%-3.1pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $516 | $1,600-67.7% | $2,370-78.2% | $1,963-73.7% |
| Participant deferral / active EE | $2,704 | $2,973-9.0% | $3,550-23.8% | $3,054-11.5% |
| Admin fee / account holder | $176 | $419-58.1% | $5,586-96.9% | $504-65.1% |