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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,171 |
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 | $21,257 | $55,449-61.7% | $83,830-74.6% | $56,287-62.2% |
| Participation rate | 88.7% | 68.0%+20.7pp | 76.1%+12.5pp | 69.9%+18.8pp |
| Annual return | -5.80% | -1.38%-4.4pp | 850.97%-856.8pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,892 | $2,430-22.2% | $3,631-47.9% | $2,111-10.4% |
| Participant deferral / active EE | $3,325 | $2,935+13.3% | $4,082-18.5% | $3,350-0.7% |
| Admin fee / account holder | $73 | $656-88.8% | $5,479-98.7% | $521-85.9% |