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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,752 |
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 | $21,393 | $50,637-57.8% | $86,581-75.3% | $62,293-65.7% |
| Participation rate | 95.0% | 67.9%+27.1pp | 73.5%+21.5pp | 69.5%+25.5pp |
| Annual return | 20.04% | 20.80%-0.8pp | 965.06%-945.0pp | 28.90%-8.9pp |
| Employer contribution / active EE | $999 | $2,075-51.9% | $2,840-64.8% | $2,042-51.1% |
| Participant deferral / active EE | $4,323 | $2,611+65.6% | $3,609+19.8% | $3,169+36.4% |
| Admin fee / account holder | $10 | $413-97.7% | $4,904-99.8% | $479-98.0% |