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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 | Recordkeeping Fees | $41,870 |
Service code 13 · EIN 93-1327877 | Contract Administrator | $2,113 |
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 | $75,368 | $46,732+61.3% | $156,551-51.9% | $55,167+36.6% |
| Participation rate | 99.4% | 65.8%+33.6pp | 84.0%+15.4pp | 69.0%+30.4pp |
| Annual return | 12.34% | 17.72%-5.4pp | 32.23%-19.9pp | 169.23%-156.9pp |
| Employer contribution / active EE | $3,685 | $2,105+75.0% | $5,501-33.0% | $1,963+87.7% |
| Participant deferral / active EE | $4,383 | $2,204+98.9% | $4,871-10.0% | $3,054+43.5% |
| Admin fee / account holder | $113 | $418-72.9% | $13,028-99.1% | $504-77.5% |