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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 | $55,472-11.4% | $155,567-68.4% | $74,546-34.0% |
| Participation rate | 83.5% | 61.9%+21.6pp | 78.2%+5.3pp | 67.2%+16.3pp |
| Annual return | 11.21% | 268.72%-257.5pp | 64.74%-53.5pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $3,061 | $2,269+34.9% | $4,674-34.5% | $2,624+16.6% |
| Participant deferral / active EE | $3,382 | $2,838+19.2% | $5,628-39.9% | $4,347-22.2% |
| Admin fee / account holder | $90 | $1,743-94.9% | $15,916-99.4% | $1,944-95.4% |