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| Provider | Service type | Compensation |
|---|---|---|
SOREN MCADAM3 years Service code 49 · EIN 77-0549163 | Other Services | $12,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $7,946 |
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 | $90,222 | $40,174+124.6% | $84,029+7.4% | $67,584+33.5% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | 20.99% | 25.82%-4.8pp | 71.32%-50.3pp | 378.59%-357.6pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,840 | $2,301+197.2% | $3,239+111.2% | $3,540+93.2% |
| Admin fee / account holder | $26 | $128-79.9% | $6,102-99.6% | $142-81.9% |