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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,545 |
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 | $57,679 | $69,383-16.9% | $101,271-43.0% | $73,493-21.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 15.67% | 18.46%-2.8pp | 46.48%-30.8pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,267 | $2,628-51.8% | $3,660-65.4% | $2,270-44.2% |
| Participant deferral / active EE | $5,314 | $3,301+61.0% | $4,371+21.6% | $3,740+42.1% |
| Admin fee / account holder | $22 | $704-96.9% | $5,948-99.6% | $513-95.8% |