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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,618 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,834 | $50,385-54.7% | $75,501-69.8% | $62,293-63.3% |
| Participation rate | 89.9% | 67.7%+22.1pp | 72.4%+17.5pp | 69.5%+20.3pp |
| Annual return | 14.51% | 19.90%-5.4pp | 27.35%-12.8pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,470 | $1,537-4.3% | $2,352-37.5% | $2,042-28.0% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $58 | $384-84.8% | $5,801-99.0% | $479-87.8% |