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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,634 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,445 | $79,045+13.2% | $100,378-10.9% | $74,429+20.2% |
| Participation rate | 93.3% | 79.4%+13.9pp | 81.5%+11.8pp | 67.2%+26.1pp |
| Annual return | 15.64% | 20.61%-5.0pp | 49.41%-33.8pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $5,253 | $3,015+74.2% | $3,942+33.3% | $2,625+100.1% |
| Participant deferral / active EE | $11,461 | $7,751+47.9% | $8,087+41.7% | $4,348+163.6% |
| Admin fee / account holder | $48 | $1,335-96.4% | $7,899-99.4% | $1,944-97.5% |