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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,258 |
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 | $48,737 | $98,776-50.7% | $149,745-67.5% | $79,856-39.0% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 13.86% | 27.38%-13.5pp | 276.72%-262.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,208 | $3,217-31.4% | $4,646-52.5% | $2,471-10.6% |
| Participant deferral / active EE | $3,422 | $5,681-39.8% | $6,843-50.0% | $3,741-8.5% |
| Admin fee / account holder | $9 | $6,053-99.9% | $9,312-99.9% | $5,306-99.8% |