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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,077 |
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 | $44,616 | $57,350-22.2% | $83,850-46.8% | $64,181-30.5% |
| Participation rate | 97.7% | 68.6%+29.1pp | 76.1%+21.6pp | 69.6%+28.1pp |
| Annual return | -4.72% | 11.38%-16.1pp | 850.92%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,590 | $2,545+41.0% | $3,631-1.1% | $2,381+50.8% |
| Participant deferral / active EE | $2,943 | $2,993-1.7% | $4,082-27.9% | $3,470-15.2% |
| Admin fee / account holder | $42 | $4,046-99.0% | $5,478-99.2% | $4,887-99.1% |