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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $14,177 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,317 | $51,223-48.6% | $82,763-68.2% | $66,949-60.7% |
| Participation rate | 92.8% | 67.9%+24.9pp | 72.6%+20.2pp | 69.8%+23.0pp |
| Annual return | -18.06% | -9.85%-8.2pp | 702.45%-720.5pp | 1.57%-19.6pp |
| Employer contribution / active EE | $530 | $2,611-79.7% | $3,008-82.4% | $2,545-79.2% |
| Participant deferral / active EE | $2,674 | $3,460-22.7% | $4,395-39.2% | $4,239-36.9% |
| Admin fee / account holder | $67 | $415-83.9% | $5,325-98.7% | $594-88.7% |