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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 | $78,562+65.8% | $105,608+23.4% | $74,429+75.0% |
| Participation rate | 85.2% | 72.8%+12.4pp | 75.3%+10.0pp | 67.2%+18.0pp |
| Annual return | 13.66% | 15.94%-2.3pp | 116.50%-102.8pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $4,457 | $2,521+76.8% | $3,167+40.7% | $2,625+69.8% |
| Participant deferral / active EE | $7,809 | $4,321+80.7% | $5,010+55.9% | $4,348+79.6% |
| Admin fee / account holder | $258 | $2,217-88.4% | $11,028-97.7% | $1,944-86.8% |