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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,413 |
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 | $68,032 | $55,122+23.4% | $104,639-35.0% | $73,497-7.4% |
| Participation rate | 99.0% | 67.7%+31.3pp | 74.1%+25.0pp | 70.7%+28.4pp |
| Annual return | 19.11% | 24.77%-5.7pp | 340.67%-321.6pp | 28.51%-9.4pp |
| Employer contribution / active EE | $3,559 | $1,464+143.1% | $2,682+32.7% | $2,270+56.8% |
| Participant deferral / active EE | $3,643 | $2,919+24.8% | $3,738-2.5% | $3,740-2.6% |
| Admin fee / account holder | $215 | $423-49.2% | $6,465-96.7% | $513-58.1% |