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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,005 |
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 | $63,284 | $58,726+7.8% | $92,240-31.4% | $62,293+1.6% |
| Participation rate | 76.4% | 68.3%+8.1pp | 76.5%-0.1pp | 69.5%+6.9pp |
| Annual return | 16.87% | 43.62%-26.8pp | 176.29%-159.4pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,334 | $2,392-2.4% | $3,680-36.6% | $2,042+14.3% |
| Participant deferral / active EE | $3,501 | $2,766+26.6% | $3,897-10.2% | $3,169+10.5% |
| Admin fee / account holder | $33 | $556-94.1% | $5,194-99.4% | $479-93.1% |