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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,144 |
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 | $43,264 | $89,370-51.6% | $141,197-69.4% | $72,976-40.7% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 20.21% | 111.88%-91.7pp | 71.41%-51.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $2,800 | $3,115-10.1% | $4,736-40.9% | $2,440+14.7% |
| Participant deferral / active EE | $4,502 | $5,419-16.9% | $6,710-32.9% | $3,608+24.8% |
| Admin fee / account holder | $9 | $5,957-99.9% | $10,265-99.9% | $5,124-99.8% |