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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $88,130 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $44,485 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,470 | $78,275-43.2% | $109,173-59.3% | $86,821-48.8% |
| Participation rate | 91.9% | 73.8%+18.1pp | 75.9%+16.1pp | 72.3%+19.6pp |
| Annual return | 18.23% | 19.14%-0.9pp | 25.75%-7.5pp | 97.94%-79.7pp |
| Employer contribution / active EE | $2,362 | $3,105-23.9% | $3,723-36.6% | $2,406-1.8% |
| Participant deferral / active EE | $7,241 | $3,641+98.9% | $4,654+55.6% | $4,132+75.2% |
| Admin fee / account holder | $165 | $198-16.9% | $6,755-97.6% | $170-2.7% |