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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $674 |
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 | $51,303 | $52,884-3.0% | $84,753-39.5% | $55,167-7.0% |
| Participation rate | 82.0% | 67.5%+14.5pp | 76.6%+5.4pp | 69.0%+13.0pp |
| Annual return | 11.04% | 18.03%-7.0pp | 22.78%-11.7pp | 169.23%-158.2pp |
| Employer contribution / active EE | $3,185 | $2,233+42.6% | $3,574-10.9% | $1,963+62.3% |
| Participant deferral / active EE | $4,858 | $2,644+83.7% | $3,712+30.9% | $3,054+59.1% |
| Admin fee / account holder | $150 | $581-74.1% | $5,333-97.2% | $504-70.2% |