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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $76,411 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $39,479 |
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 | $57,351 | $44,229+29.7% | $155,789-63.2% | $55,191+3.9% |
| Participation rate | 93.4% | 60.8%+32.6pp | 76.1%+17.3pp | 69.2%+24.2pp |
| Annual return | -0.20% | 0.37%-0.6pp | 71.54%-71.7pp | 10.78%-11.0pp |
| Employer contribution / active EE | $3,669 | $1,317+178.5% | $3,839-4.4% | $1,899+93.3% |
| Participant deferral / active EE | $2,283 | $2,851-19.9% | $4,798-52.4% | $3,046-25.1% |
| Admin fee / account holder | $43 | $86-49.6% | $7,477-99.4% | $91-52.2% |