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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,379 | $106,236-68.6% | $112,263-70.3% | $64,824-48.5% |
| Participation rate | 95.5% | 71.7%+23.9pp | 75.1%+20.5pp | 71.5%+24.1pp |
| Annual return | 4.58% | -6.02%+10.6pp | 27.49%-22.9pp | 32.84%-28.3pp |
| Employer contribution / active EE | $7,342 | $3,167+131.9% | $3,636+101.9% | $2,507+192.9% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |