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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,944 |
Filed as: BANK OF AMERICA N.A. Service code 27 · EIN 13-5674085 | Advisory (Plan) | $31,169 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,272 | $78,483+66.0% | $106,201+22.7% | $74,546+74.8% |
| Participation rate | 85.2% | 72.8%+12.4pp | 75.3%+9.9pp | 67.2%+18.0pp |
| Annual return | 13.66% | 15.94%-2.3pp | 116.26%-102.6pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $4,457 | $2,522+76.8% | $3,170+40.6% | $2,624+69.8% |
| Participant deferral / active EE | $7,809 | $4,320+80.7% | $5,012+55.8% | $4,347+79.6% |
| Admin fee / account holder | $258 | $2,236-88.5% | $11,039-97.7% | $1,944-86.7% |