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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,836 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,376 | $102,382-13.7% | $147,005-39.9% | $80,874+9.3% |
| Participation rate | 97.3% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 17.67% | 134.89%-117.2pp | 418.76%-401.1pp | 35.62%-17.9pp |
| Employer contribution / active EE | $8,232 | $3,715+121.6% | $4,934+66.8% | $2,756+198.7% |
| Participant deferral / active EE | $17,427 | $6,646+162.2% | $8,070+115.9% | $4,297+305.6% |
| Admin fee / account holder | $20 | $7,942-99.8% | $13,006-99.8% | $6,935-99.7% |