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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,448 |
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 | $29,575 | $65,072-54.5% | $66,439-55.5% | $65,306-54.7% |
| Participation rate | 85.6% | 69.1%+16.5pp | 74.5%+11.1pp | 57.7%+27.9pp |
| Annual return | 13.55% | 21.50%-7.9pp | 757.66%-744.1pp | 21.94%-8.4pp |
| Employer contribution / active EE | $2,933 | $2,475+18.5% | $2,637+11.2% | $1,967+49.1% |
| Participant deferral / active EE | $2,301 | $3,234-28.8% | $3,876-40.6% | $2,959-22.2% |
| Admin fee / account holder | $25 | $1,323-98.1% | $6,173-99.6% | $3,480-99.3% |