Filed July 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,833 | $69,383+25.1% | $101,275-14.3% | $73,497+18.1% |
| Participation rate | 94.1% | 68.4%+25.7pp | 75.8%+18.3pp | 70.7%+23.4pp |
| Annual return | 14.24% | 18.46%-4.2pp | 46.48%-32.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $4,963 | $2,628+88.8% | $3,660+35.6% | $2,270+118.6% |
| Participant deferral / active EE | $4,433 | $3,301+34.3% | $4,371+1.4% | $3,740+18.5% |
| Admin fee / account holder | $26 | $704-96.4% | $5,948-99.6% | $513-95.0% |