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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,180 |
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 | $39,505 | $80,753-51.1% | $136,298-71.0% | $62,293-36.6% |
| Participation rate | 97.5% | 73.5%+23.9pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 16.18% | 35.83%-19.7pp | 5156.27%-5140.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,691 | $2,884-6.7% | $4,696-42.7% | $2,042+31.8% |
| Participant deferral / active EE | $5,154 | $5,164-0.2% | $6,247-17.5% | $3,169+62.6% |
| Admin fee / account holder | $10 | $525-98.2% | $9,244-99.9% | $479-98.0% |