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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,900 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $14,298 | $58,895-75.7% | $178,503-92.0% | $73,497-80.5% |
| Participation rate | 98.1% | 66.2%+31.8pp | 81.9%+16.1pp | 70.7%+27.4pp |
| Annual return | 12.27% | 24.86%-12.6pp | 151.12%-138.9pp | 28.51%-16.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $288 | $400-28.2% | $13,987-97.9% | $513-43.9% |