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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,878 |
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 | $24,155 | $85,766-71.8% | $136,298-82.3% | $70,126-65.6% |
| Participation rate | 73.4% | 74.2%-0.7pp | 81.9%-8.5pp | 69.5%+3.9pp |
| Annual return | 20.39% | 31.46%-11.1pp | 5156.27%-5135.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $1,984 | $2,966-33.1% | $4,696-57.8% | $2,343-15.3% |
| Participant deferral / active EE | $4,961 | $5,051-1.8% | $6,247-20.6% | $3,332+48.9% |
| Admin fee / account holder | $96 | $5,421-98.2% | $9,244-99.0% | $4,645-97.9% |