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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,795 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,230 | $54,355-14.9% | $82,744-44.1% | $68,486-32.5% |
| Participation rate | 84.7% | 63.9%+20.8pp | 72.6%+12.1pp | 67.9%+16.8pp |
| Annual return | -14.40% | -13.67%-0.7pp | 702.22%-716.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $2,397 | $2,219+8.0% | $3,008-20.3% | $2,597-7.7% |
| Participant deferral / active EE | $3,318 | $3,246+2.2% | $4,395-24.5% | $4,028-17.6% |
| Admin fee / account holder | $9 | $4,397-99.8% | $5,325-99.8% | $5,404-99.8% |