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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 | $64,705-54.3% | $62,929-53.0% | $67,986-56.5% |
| Participation rate | 85.6% | 65.6%+20.0pp | 73.1%+12.5pp | 57.2%+28.4pp |
| Annual return | 13.55% | 20.31%-6.8pp | 1063.93%-1050.4pp | 31.67%-18.1pp |
| Employer contribution / active EE | $2,933 | $2,376+23.4% | $2,505+17.1% | $2,019+45.3% |
| Participant deferral / active EE | $2,301 | $3,198-28.0% | $3,888-40.8% | $3,358-31.5% |
| Admin fee / account holder | $25 | $1,428-98.3% | $5,065-99.5% | $3,203-99.2% |