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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $10,199 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,161 | $65,125-39.9% | $143,797-72.8% | $66,949-41.5% |
| Participation rate | 74.8% | 65.2%+9.6pp | 80.3%-5.5pp | 69.8%+5.0pp |
| Annual return | -11.26% | -11.13%-0.1pp | -0.04%-11.2pp | 1.57%-12.8pp |
| Employer contribution / active EE | $2,549 | $2,362+7.9% | $4,952-48.5% | $2,545+0.1% |
| Participant deferral / active EE | $3,320 | $2,920+13.7% | $5,638-41.1% | $4,239-21.7% |
| Admin fee / account holder | $92 | $503-81.7% | $14,679-99.4% | $594-84.5% |