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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,022 | $58,320+8.1% | $86,438-27.1% | $66,938-5.9% |
| Participation rate | 96.8% | 78.6%+18.2pp | 80.3%+16.4pp | 69.8%+26.9pp |
| Annual return | -16.06% | -9.71%-6.3pp | 4397.19%-4413.3pp | 1.58%-17.6pp |
| Employer contribution / active EE | $5,068 | $2,615+93.8% | $3,769+34.4% | $2,545+99.1% |
| Participant deferral / active EE | $11,247 | $6,899+63.0% | $6,952+61.8% | $4,238+165.4% |
| Admin fee / account holder | $40 | $546-92.6% | $6,733-99.4% | $594-93.2% |