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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,820 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,577 | $82,879+35.8% | $96,576+16.6% | $67,986+65.6% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.4%+14.2pp | 57.2%+38.5pp |
| Annual return | 20.84% | 36.90%-16.1pp | 38.47%-17.6pp | 31.67%-10.8pp |
| Employer contribution / active EE | $5,575 | $2,727+104.4% | $3,553+56.9% | $2,019+176.2% |
| Participant deferral / active EE | $12,365 | $6,976+77.3% | $7,956+55.4% | $3,358+268.2% |
| Admin fee / account holder | $54 | $2,783-98.0% | $11,381-99.5% | $3,203-98.3% |