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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,950 |
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 | $11,953 | $49,177-75.7% | $79,467-85.0% | $64,173-81.4% |
| Participation rate | 94.6% | 65.0%+29.6pp | 73.3%+21.2pp | 69.6%+25.0pp |
| Annual return | -5.64% | -1.16%-4.5pp | 718.30%-723.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,642 | $2,821-6.3% | $3,704-28.7% | $3,470-23.8% |
| Admin fee / account holder | $21 | $3,839-99.4% | $5,104-99.6% | $4,887-99.6% |