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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,578 |
DELAP LLP1 year Filed as: DELAP Service code 10 · EIN 93-0418710 | Accounting | $6,376 |
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 | $43,808 | $54,541-19.7% | $78,778-44.4% | $70,126-37.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 15.73% | 21.07%-5.3pp | 35.62%-19.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,395 | $1,089+120.1% | $1,986+20.6% | $2,343+2.3% |
| Participant deferral / active EE | $3,457 | $2,210+56.4% | $2,958+16.9% | $3,332+3.8% |
| Admin fee / account holder | $36 | $3,709-99.0% | $5,134-99.3% | $4,645-99.2% |