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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $400 |
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 | $42,042 | $48,064-12.5% | $78,778-46.6% | $69,631-39.6% |
| Participation rate | 99.4% | 61.6%+37.8pp | 69.2%+30.2pp | 70.7%+28.7pp |
| Annual return | 0.00% | 21.81%-21.8pp | 35.62%-35.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $294 | $2,079-85.9% | $2,958-90.1% | $3,224-90.9% |
| Admin fee / account holder | $1 | $152-99.3% | $5,134-100.0% | $110-99.0% |