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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,715 |
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 | $22,970 | $58,895-61.0% | $178,503-87.1% | $73,497-68.7% |
| Participation rate | 98.9% | 66.2%+32.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 15.58% | 24.86%-9.3pp | 151.12%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $3,573 | $2,236+59.8% | $5,011-28.7% | $2,270+57.4% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $400-98.9% | $13,987-100.0% | $513-99.2% |