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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $56,009 | $46,072+21.6% | $69,779-19.7% | $55,167+1.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 5.39% | 8.68%-3.3pp | 12.99%-7.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,618 | $1,500+7.9% | $2,338-30.8% | $1,963-17.5% |
| Participant deferral / active EE | $1,602 | $2,344-31.6% | $2,931-45.3% | $3,054-47.5% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |