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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,408 |
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 | $51,338 | $50,898+0.9% | $171,082-70.0% | $55,167-6.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 76.7%+23.3pp | 69.0%+31.0pp |
| Annual return | 3.05% | 15.34%-12.3pp | 32.56%-29.5pp | 169.23%-166.2pp |
| Employer contribution / active EE | $1,399 | $1,433-2.4% | $4,002-65.0% | $1,963-28.7% |
| Participant deferral / active EE | $3,593 | $2,994+20.0% | $4,797-25.1% | $3,054+17.7% |
| Admin fee / account holder | $13 | $500-97.5% | $8,520-99.9% | $504-97.5% |