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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $470 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,415 | $101,591-40.5% | $147,096-58.9% | $74,429-18.8% |
| Participation rate | 79.1% | 75.5%+3.6pp | 82.2%-3.1pp | 67.2%+11.9pp |
| Annual return | 17.65% | 8746.45%-8728.8pp | 419.75%-402.1pp | 1368.38%-1350.7pp |
| Employer contribution / active EE | $3,549 | $3,813-6.9% | $4,936-28.1% | $2,625+35.2% |
| Participant deferral / active EE | $10,899 | $7,302+49.2% | $8,071+35.0% | $4,348+150.6% |
| Admin fee / account holder | $3 | $1,750-99.8% | $13,005-100.0% | $1,944-99.8% |