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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,348 |
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 | $24,451 | $50,666-51.7% | $76,667-68.1% | $65,188-62.5% |
| Participation rate | 90.9% | 68.8%+22.1pp | 72.1%+18.8pp | 70.2%+20.7pp |
| Annual return | 20.50% | 28.51%-8.0pp | 1166.74%-1146.2pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,217 | $1,575-22.7% | $2,303-47.1% | $2,177-44.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $61 | $463-86.8% | $6,423-99.0% | $847-92.8% |