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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,795 |
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 | $83,059 | $69,383+19.7% | $101,264-18.0% | $73,493+13.0% |
| Participation rate | 84.8% | 68.4%+16.4pp | 75.8%+9.0pp | 70.7%+14.1pp |
| Annual return | 17.16% | 18.46%-1.3pp | 46.48%-29.3pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,522 | $2,628+34.0% | $3,660-3.8% | $2,270+55.1% |
| Participant deferral / active EE | $3,005 | $3,301-9.0% | $4,370-31.2% | $3,740-19.7% |
| Admin fee / account holder | $16 | $704-97.7% | $5,947-99.7% | $513-96.9% |