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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,427 |
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 | $31,528 | $52,884-40.4% | $84,753-62.8% | $55,167-42.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.27% | 18.03%-11.8pp | 22.78%-16.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $3,207 | $2,233+43.6% | $3,574-10.3% | $1,963+63.4% |
| Participant deferral / active EE | $2,236 | $2,644-15.4% | $3,712-39.8% | $3,054-26.8% |
| Admin fee / account holder | $12 | $581-97.9% | $5,333-99.8% | $504-97.6% |