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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $59,038 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,062 | $52,967-62.1% | $172,753-88.4% | $65,186-69.2% |
| Participation rate | 91.3% | 66.2%+25.1pp | 82.6%+8.6pp | 70.2%+21.1pp |
| Annual return | 22.49% | 30.12%-7.6pp | 803.00%-780.5pp | 29.39%-6.9pp |
| Employer contribution / active EE | $3,018 | $2,190+37.8% | $5,144-41.3% | $2,177+38.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $472-98.7% | $13,956-100.0% | $847-99.3% |