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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 | $78,607+65.7% | $105,624+23.3% | $74,478+74.9% |
| Participation rate | 85.2% | 72.8%+12.4pp | 75.3%+10.0pp | 67.2%+18.0pp |
| Annual return | 13.66% | 15.96%-2.3pp | 116.20%-102.5pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $4,457 | $2,523+76.7% | $3,168+40.7% | $2,626+69.7% |
| Participant deferral / active EE | $7,809 | $4,325+80.6% | $5,013+55.8% | $4,350+79.5% |
| Admin fee / account holder | $258 | $2,220-88.4% | $10,961-97.6% | $1,946-86.8% |