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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-0230590 | Recordkeeping | $12,577 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,347 | $79,523-51.8% | $140,019-72.6% | $56,289-31.9% |
| Participation rate | 79.4% | 85.7%-6.3pp | 87.5%-8.1pp | 69.9%+9.5pp |
| Annual return | -2.56% | 2.39%-4.9pp | 651.17%-653.7pp | -9.96%+7.4pp |
| Employer contribution / active EE | $1,609 | $3,350-52.0% | $5,605-71.3% | $2,111-23.8% |
| Participant deferral / active EE | $2,471 | $5,129-51.8% | $6,927-64.3% | $3,350-26.2% |
| Admin fee / account holder | $116 | $614-81.0% | $10,705-98.9% | $521-77.6% |