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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $12,104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,170 | $55,470-11.4% | $155,556-68.4% | $74,478-34.0% |
| Participation rate | 83.5% | 61.9%+21.6pp | 78.2%+5.2pp | 67.2%+16.2pp |
| Annual return | 11.21% | 269.80%-258.6pp | 64.84%-53.6pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $3,061 | $2,267+35.0% | $4,675-34.5% | $2,626+16.5% |
| Participant deferral / active EE | $3,382 | $2,838+19.2% | $5,631-39.9% | $4,350-22.3% |
| Admin fee / account holder | $90 | $1,744-94.9% | $15,885-99.4% | $1,946-95.4% |