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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,496 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,579 | $54,320-27.1% | $67,652-41.5% | $52,331-24.4% |
| Participation rate | 72.9% | 73.6%-0.7pp | 75.7%-2.8pp | 68.1%+4.8pp |
| Annual return | -1.72% | 6.81%-8.5pp | 6625.04%-6626.8pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,172 | $1,544-24.1% | $2,266-48.3% | $1,882-37.7% |
| Participant deferral / active EE | $2,860 | $2,950-3.1% | $3,560-19.7% | $3,022-5.4% |
| Admin fee / account holder | $46 | $527-91.3% | $4,821-99.1% | $592-92.3% |