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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 | $55,446-11.3% | $155,574-68.4% | $74,429-33.9% |
| Participation rate | 83.5% | 61.9%+21.6pp | 78.2%+5.3pp | 67.2%+16.2pp |
| Annual return | 11.21% | 269.20%-258.0pp | 64.87%-53.7pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $3,061 | $2,266+35.1% | $4,676-34.5% | $2,625+16.6% |
| Participant deferral / active EE | $3,382 | $2,836+19.3% | $5,629-39.9% | $4,348-22.2% |
| Admin fee / account holder | $90 | $1,743-94.9% | $15,914-99.4% | $1,944-95.4% |