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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,756 |
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 | $46,103 | $50,175-8.1% | $99,479-53.7% | $65,186-29.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 24.21% | 25.36%-1.1pp | 30.72%-6.5pp | 29.39%-5.2pp |
| Employer contribution / active EE | $2,866 | $1,496+91.6% | $2,540+12.8% | $2,177+31.7% |
| Participant deferral / active EE | $3,536 | $2,748+28.7% | $3,619-2.3% | $3,514+0.6% |
| Admin fee / account holder | $44 | $398-88.8% | $6,253-99.3% | $847-94.8% |