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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 | $63,433-53.4% | $63,803-53.6% | $64,097-53.9% |
| Participation rate | 85.6% | 65.0%+20.6pp | 72.7%+12.9pp | 55.2%+30.4pp |
| Annual return | 13.55% | 20.74%-7.2pp | 543.72%-530.2pp | 34.64%-21.1pp |
| Employer contribution / active EE | $2,933 | $2,332+25.8% | $2,532+15.8% | $1,891+55.0% |
| Participant deferral / active EE | $2,301 | $3,119-26.2% | $3,843-40.1% | $3,080-25.3% |
| Admin fee / account holder | $25 | $1,489-98.3% | $5,196-99.5% | $3,454-99.3% |