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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,955 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,943 | $63,768-53.0% | $98,483-69.6% | $79,391-62.3% |
| Participation rate | 85.7% | 69.9%+15.9pp | 73.3%+12.4pp | 70.7%+15.0pp |
| Annual return | 16.88% | 626.18%-609.3pp | 1494.38%-1477.5pp | 116.88%-100.0pp |
| Employer contribution / active EE | $483 | $2,558-81.1% | $2,961-83.7% | $2,428-80.1% |
| Participant deferral / active EE | $2,381 | $3,305-28.0% | $4,276-44.3% | $4,046-41.2% |
| Admin fee / account holder | $67 | $516-87.0% | $5,953-98.9% | $627-89.3% |